News + Filings Holdings
|
Sequoia Financial Advisors, LLC
> SCHZ
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB STRATEGIC TRUST | SCHZ | 601,606 | -84,438 | 27,770,140,000 | -3,547,786,000 | $46,160.01 |
| 12/31/2022 | SCHWAB STRATEGIC TRUST | SCHZ | 686,044 | -125,537 | 31,317,926,000 | 31,279,076,000 | $45,650.03 |
| 06/30/2022 | SCHWAB STRATEGIC TRUST | SCHZ | 811,581 | -57,886 | 38,850,000 | -5,119,000 | $47.87 |
| 03/31/2022 | SCHWAB STRATEGIC TRUST | SCHZ | 869,467 | -16,492 | 43,969,000 | -3,784,000 | $50.57 |
| 12/31/2021 | SCHWAB STRATEGIC TRUST | SCHZ | 885,959 | 599,795 | 47,753,000 | 32,226,000 | $53.90 |
| 09/30/2021 | SCHWAB STRATEGIC TRUST | SCHZ | 286,164 | -606,704 | 15,527,000 | -33,224,000 | $54.26 |
| 06/30/2021 | SCHWAB STRATEGIC TRUST | SCHZ | 892,868 | 39,463 | 48,751,000 | 2,710,000 | $54.60 |
| 03/31/2021 | SCHWAB STRATEGIC TRUST | SCHZ | 853,405 | -21,462 | 46,041,000 | -2,978,000 | $53.95 |
| 12/31/2020 | SCHWAB STRATEGIC TRUST | SCHZ | 874,867 | 7,701 | 49,019,000 | 388,000 | $56.03 |
| 09/30/2020 | SCHWAB STRATEGIC TRUST | SCHZ | 867,166 | 965 | 48,631,000 | -84,000 | $56.08 |
| 06/30/2020 | SCHWAB STRATEGIC TRUST | SCHZ | 866,201 | 145,213 | 48,715,000 | 9,587,000 | $56.24 |
| 03/31/2020 | SCHWAB STRATEGIC TRUST | SCHZ | 720,988 | 70,131 | 39,128,000 | 4,353,000 | $54.27 |
| 12/31/2019 | SCHWAB STRATEGIC TRUST | SCHZ | 650,857 | 71,967 | 34,775,000 | 3,602,000 | $53.43 |
| 09/30/2019 | SCHWAB STRATEGIC TRUST | SCHZ | 578,890 | 124,149 | 31,173,000 | 7,072,000 | $53.85 |
| 06/30/2019 | SCHWAB STRATEGIC TRUST | SCHZ | 454,741 | 107,252 | 24,101,000 | 6,073,000 | $53.00 |
| 03/31/2019 | SCHWAB STRATEGIC TRUST | SCHZ | 347,489 | 126,758 | 18,028,000 | 6,861,000 | $51.88 |
| 12/31/2018 | SCHWAB STRATEGIC TRUST | SCHZ | 220,731 | 30,007 | 11,167,000 | 1,583,000 | $50.59 |
| 09/30/2018 | SCHWAB STRATEGIC TRUST | SCHZ | 190,724 | 9,956 | 9,584,000 | 430,000 | $50.25 |
| 06/30/2018 | SCHWAB STRATEGIC TRUST | SCHZ | 180,768 | 7,560 | 9,154,000 | 317,000 | $50.64 |
| 03/31/2018 | SCHWAB STRATEGIC TRUST | SCHZ | 173,208 | 49,299 | 8,837,000 | 2,389,000 | $51.02 |
| 12/31/2017 | SCHWAB STRATEGIC TRUST | SCHZ | 123,909 | 7,345 | 6,448,000 | 345,000 | $52.04 |
| 09/30/2017 | SCHWAB STRATEGIC TRUST | SCHZ | 116,564 | -2,387 | 6,103,000 | -112,000 | $52.36 |
| 06/30/2017 | SCHWAB STRATEGIC TRUST | SCHZ | 118,951 | -36,589 | 6,215,000 | -1,840,000 | $52.25 |
| 03/31/2017 | SCHWAB STRATEGIC TRUST | SCHZ | 155,540 | 155,540 | 8,055,000 | 8,055,000 | $51.79 |
| << Prev Next >> |
|