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Sequoia Financial Advisors, LLC
> SCHW
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB CHARLES CORP | SCHW | 178,589 | 163,138 | 10,122,398,000 | 8,835,980,000 | $56,679.85 |
| 12/31/2022 | SCHWAB CHARLES CORP | SCHW | 15,451 | 1,333 | 1,286,418,000 | 1,285,526,000 | $83,257.91 |
| 06/30/2022 | SCHWAB CHARLES CORP | SCHW | 14,118 | 1,054 | 892,000 | -209,000 | $63.18 |
| 03/31/2022 | SCHWAB CHARLES CORP | SCHW | 13,064 | 2,648 | 1,101,000 | 225,000 | $84.28 |
| 12/31/2021 | SCHWAB CHARLES CORP | SCHW | 10,416 | 10,416 | 876,000 | 876,000 | $84.10 |
| 09/30/2021 | SCHWAB CHARLES CORP | SCHW | 0 | -5,876 | 0 | -428,000 | |
| 06/30/2021 | SCHWAB CHARLES CORP | SCHW | 5,876 | 364 | 428,000 | 69,000 | $72.84 |
| 03/31/2021 | SCHWAB CHARLES CORP | SCHW | 5,512 | -423 | 359,000 | 44,000 | $65.13 |
| 12/31/2020 | SCHWAB CHARLES CORP | SCHW | 5,935 | 5,935 | 315,000 | 315,000 | $53.07 |
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