Sequoia Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sequoia Financial Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.04M	Sell	278,228 -145,107	-34%	-$3.67M	0.05%	220
2025 Q1	$9.92M	Buy	423,335 +4,313	+1%	+$101K	0.08%	191
2024 Q4	$10.8M	Buy	419,022 +3,506	+0.8%	+$90.7K	0.1%	167
2024 Q3	$10.7M	Buy	415,516 +18,080	+5%	+$466K	0.11%	145
2024 Q2	$9.43M	Sell	397,436 -42,620	-10%	-$1.01M	0.11%	138
2024 Q1	$10.8M	Sell	440,056 -18,300	-4%	-$451K	0.13%	134
2023 Q4	$10.8M	Buy	458,356 +11,248	+3%	+$266K	0.13%	141
2023 Q3	$9.26M	Sell	447,108 -2,026	-0.5%	-$42K	0.16%	106
2023 Q2	$9.84M	Buy	449,134 +5,202	+1%	+$114K	0.17%	102
2023 Q1	$9.31M	Sell	443,932 -23,972	-5%	-$503K	0.21%	95
2022 Q4	$9.48M	Sell	467,904 -21,022	-4%	-$426K	0.23%	90
2022 Q3	$9.24M	Sell	488,926 -48,606	-9%	-$919K	0.29%	69
2022 Q2	$10.5M	Sell	537,532 -37,664	-7%	-$734K	0.3%	63
2022 Q1	$13.6M	Buy	575,196 +23,780	+4%	+$563K	0.34%	52
2021 Q4	$14.1M	Buy	551,416 +354,528	+180%	+$9.08M	0.38%	48
2021 Q3	$4.93M	Sell	196,888 -335,900	-63%	-$8.41M	0.5%	34
2021 Q2	$13.9M	Sell	532,788 -57,516	-10%	-$1.5M	0.51%	32
2021 Q1	$14.7M	Sell	590,304 -137,552	-19%	-$3.43M	0.62%	25
2020 Q4	$16.2M	Sell	727,856 -15,316	-2%	-$341K	0.74%	23
2020 Q3	$12.7M	Sell	743,172 -16,280	-2%	-$278K	0.67%	27
2020 Q2	$12.4M	Buy	759,452 +311,260	+69%	+$5.08M	0.73%	24
2020 Q1	$5.77M	Buy	448,192 +46,396	+12%	+$598K	0.43%	33
2019 Q4	$7.6M	Buy	401,796 +12,632	+3%	+$239K	0.48%	26
2019 Q3	$6.78M	Buy	389,164 +44,348	+13%	+$773K	0.49%	25
2019 Q2	$6.16M	Buy	344,816 +48,104	+16%	+$860K	0.46%	28
2019 Q1	$5.19M	Buy	296,712 +60,564	+26%	+$1.06M	0.43%	34
2018 Q4	$3.58M	Buy	236,148 +10,484	+5%	+$159K	0.41%	49
2018 Q3	$4.3M	Buy	225,664 +1,040	+0.5%	+$19.8K	0.43%	46
2018 Q2	$4.13M	Buy	224,624 +7,672	+4%	+$141K	0.44%	47
2018 Q1	$3.75M	Sell	216,952 -4,316	-2%	-$74.6K	0.39%	52
2017 Q4	$3.86M	Buy	221,268 +1,800	+0.8%	+$31.4K	0.41%	52
2017 Q3	$3.7M	Sell	219,468 -59,240	-21%	-$998K	0.44%	48
2017 Q2	$4.45M	Buy	278,708 +628	+0.2%	+$10K	0.55%	37
2017 Q1	$4.38M	Buy	278,080 +73,772	+36%	+$1.16M	0.56%	34
2016 Q4	$3.14M	Buy	204,308 +27,920	+16%	+$429K	0.45%	47
2016 Q3	$2.54M	Buy	176,388 +39,752	+29%	+$572K	0.47%	38
2016 Q2	$1.85M	Buy	136,636 +2,748	+2%	+$37.1K	0.52%	49
2016 Q1	$1.74M	Sell	133,888 -7,940	-6%	-$103K	0.56%	42
2015 Q4	$1.85M	Buy	141,828 +23,520	+20%	+$306K	0.74%	34
2015 Q3	$1.5M	Buy	118,308 +7,852	+7%	+$99.7K	0.65%	32
2015 Q2	$1.59M	Buy	110,456 +27,932	+34%	+$401K	0.67%	24
2015 Q1	$1.19M	Buy	+82,524	New	+$1.19M	0.54%	42