SFA
Sequoia Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Buy |
110,633
+27,943
| +34% | +$784K | 0.02% | 374 |
|
|
2025
Q1 | $2.17M | Sell |
82,690
-2,370
| -3% | -$62.1K | 0.02% | 412 |
|
|
2024
Q4 | $2.36M | Buy |
85,060
+58,532
| +221% | +$1.62M | 0.02% | 369 |
|
|
2024
Q3 | $2.2M | Sell |
26,528
-989
| -4% | -$82.2K | 0.02% | 361 |
|
|
2024
Q2 | $2.14M | Sell |
27,517
-716
| -3% | -$55.7K | 0.03% | 307 |
|
|
2024
Q1 | $2.3M | Sell |
28,233
-539
| -2% | -$43.9K | 0.03% | 303 |
|
|
2023
Q4 | $2.17M | Sell |
28,772
-14
| -0% | -$1.05K | 0.03% | 341 |
|
|
2023
Q3 | $1.95M | Buy |
28,786
+1,899
| +7% | +$129K | 0.03% | 235 |
|
|
2023
Q2 | $1.91M | Sell |
26,887
-5,650
| -17% | -$401K | 0.03% | 248 |
|
|
2023
Q1 | $2.21M | Sell |
32,537
-95
| -0.3% | -$6.45K | 0.05% | 206 |
|
|
2022
Q4 | $2.14M | Buy |
32,632
+6,327
| +24% | +$415K | 0.05% | 199 |
|
|
2022
Q3 | $1.59M | Sell |
26,305
-5,507
| -17% | -$333K | 0.05% | 174 |
|
|
2022
Q2 | $2M | Sell |
31,812
-17,355
| -35% | -$1.09M | 0.06% | 175 |
|
|
2022
Q1 | $3.73M | Buy |
49,167
+2,745
| +6% | +$208K | 0.09% | 140 |
|
|
2021
Q4 | $3.73M | Buy |
46,422
+33,565
| +261% | +$2.7M | 0.1% | 131 |
|
|
2021
Q3 | $986K | Sell |
12,857
-28,107
| -69% | -$2.16M | 0.1% | 107 |
|
|
2021
Q2 | $3.21M | Sell |
40,964
-139
| -0.3% | -$10.9K | 0.12% | 114 |
|
|
2021
Q1 | $3.06M | Sell |
41,103
-4,479
| -10% | -$333K | 0.13% | 101 |
|
|
2020
Q4 | $3.11M | Buy |
45,582
+824
| +2% | +$56.2K | 0.14% | 93 |
|
|
2020
Q3 | $2.48M | Sell |
44,758
-403
| -0.9% | -$22.4K | 0.13% | 93 |
|
|
2020
Q2 | $2.38M | Buy |
45,161
+3,069
| +7% | +$161K | 0.14% | 82 |
|
|
2020
Q1 | $1.78M | Buy |
42,092
+1,227
| +3% | +$51.7K | 0.13% | 85 |
|
|
2019
Q4 | $2.46M | Sell |
40,865
-1,377
| -3% | -$82.8K | 0.16% | 85 |
|
|
2019
Q3 | $2.39M | Buy |
42,242
+137
| +0.3% | +$7.75K | 0.17% | 76 |
|
|
2019
Q2 | $2.4M | Buy |
42,105
+817
| +2% | +$46.6K | 0.18% | 74 |
|
|
2019
Q1 | $2.29M | Buy |
41,288
+4,114
| +11% | +$228K | 0.19% | 78 |
|
|
2018
Q4 | $1.78M | Buy |
37,174
+539
| +1% | +$25.8K | 0.21% | 72 |
|
|
2018
Q3 | $2.12M | Sell |
36,635
-606
| -2% | -$35.1K | 0.21% | 74 |
|
|
2018
Q2 | $2.04M | Sell |
37,241
-558
| -1% | -$30.6K | 0.22% | 73 |
|
|
2018
Q1 | $2M | Sell |
37,799
-570
| -1% | -$30.1K | 0.21% | 76 |
|
|
2017
Q4 | $2.04M | Sell |
38,369
-199
| -0.5% | -$10.6K | 0.22% | 78 |
|
|
2017
Q3 | $1.93M | Buy |
38,568
+2,582
| +7% | +$129K | 0.23% | 75 |
|
|
2017
Q2 | $1.73M | Buy |
35,986
+2,861
| +9% | +$138K | 0.21% | 83 |
|
|
2017
Q1 | $1.57M | Buy |
33,125
+18,026
| +119% | +$853K | 0.2% | 84 |
|
|
2016
Q4 | $682K | Buy |
15,099
+690
| +5% | +$31.2K | 0.1% | 121 |
|
|
2016
Q3 | $627K | Buy |
+14,409
| New | +$627K | 0.12% | 107 |
|