SFA
Sequoia Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.5M | Sell |
1,410,397
-1,124,082
| -44% | -$27.5M | 0.24% | 90 |
|
|
2025
Q1 | $56M | Buy |
2,534,479
+3,315
| +0.1% | +$73.2K | 0.43% | 51 |
|
|
2024
Q4 | $58.7M | Buy |
2,531,164
+1,657,476
| +190% | +$38.4M | 0.56% | 35 |
|
|
2024
Q3 | $59.3M | Sell |
873,688
-18,556
| -2% | -$1.26M | 0.64% | 30 |
|
|
2024
Q2 | $57.3M | Sell |
892,244
-111,328
| -11% | -$7.15M | 0.69% | 28 |
|
|
2024
Q1 | $62.3M | Sell |
1,003,572
-29,421
| -3% | -$1.83M | 0.77% | 24 |
|
|
2023
Q4 | $58.3M | Sell |
1,032,993
-10,396
| -1% | -$586K | 0.72% | 29 |
|
|
2023
Q3 | $52.8M | Sell |
1,043,389
-30,184
| -3% | -$1.53M | 0.93% | 23 |
|
|
2023
Q2 | $56.2M | Sell |
1,073,573
-41,369
| -4% | -$2.17M | 0.96% | 24 |
|
|
2023
Q1 | $53.9M | Sell |
1,114,942
-56,844
| -5% | -$2.75M | 1.2% | 18 |
|
|
2022
Q4 | $52.9M | Sell |
1,171,786
-15,678
| -1% | -$708K | 1.3% | 18 |
|
|
2022
Q3 | $50.3M | Sell |
1,187,464
-83,149
| -7% | -$3.52M | 1.59% | 14 |
|
|
2022
Q2 | $56.7M | Sell |
1,270,613
-88,514
| -7% | -$3.95M | 1.61% | 12 |
|
|
2022
Q1 | $73.2M | Buy |
1,359,127
+667,863
| +97% | +$36M | 1.83% | 11 |
|
|
2021
Q4 | $78.7M | Buy |
691,264
+419,268
| +154% | +$47.7M | 2.14% | 9 |
|
|
2021
Q3 | $28.3M | Sell |
271,996
-426,319
| -61% | -$44.4M | 2.88% | 6 |
|
|
2021
Q2 | $72.6M | Sell |
698,315
-43,170
| -6% | -$4.49M | 2.65% | 6 |
|
|
2021
Q1 | $71.2M | Sell |
741,485
-57,034
| -7% | -$5.48M | 2.98% | 7 |
|
|
2020
Q4 | $72.6M | Sell |
798,519
-13,544
| -2% | -$1.23M | 3.32% | 5 |
|
|
2020
Q3 | $65.5M | Sell |
812,063
-17,338
| -2% | -$1.4M | 3.45% | 5 |
|
|
2020
Q2 | $61.5M | Buy |
829,401
+109,124
| +15% | +$8.09M | 3.63% | 6 |
|
|
2020
Q1 | $44.1M | Buy |
720,277
+154,410
| +27% | +$9.46M | 3.26% | 7 |
|
|
2019
Q4 | $43.5M | Buy |
565,867
+45,066
| +9% | +$3.46M | 2.76% | 7 |
|
|
2019
Q3 | $36.9M | Buy |
520,801
+67,140
| +15% | +$4.76M | 2.68% | 7 |
|
|
2019
Q2 | $31.8M | Buy |
453,661
+71,988
| +19% | +$5.05M | 2.37% | 8 |
|
|
2019
Q1 | $25.8M | Buy |
381,673
+123,427
| +48% | +$8.34M | 2.12% | 9 |
|
|
2018
Q4 | $15.4M | Buy |
258,246
+40,988
| +19% | +$2.45M | 1.78% | 12 |
|
|
2018
Q3 | $15.1M | Sell |
217,258
-27,039
| -11% | -$1.88M | 1.5% | 11 |
|
|
2018
Q2 | $15.9M | Buy |
244,297
+2,532
| +1% | +$165K | 1.69% | 11 |
|
|
2018
Q1 | $15.3M | Sell |
241,765
-5,138
| -2% | -$324K | 1.6% | 12 |
|
|
2017
Q4 | $15.7M | Sell |
246,903
-20,235
| -8% | -$1.29M | 1.66% | 10 |
|
|
2017
Q3 | $16M | Buy |
267,138
+4,225
| +2% | +$254K | 1.9% | 9 |
|
|
2017
Q2 | $15.2M | Buy |
262,913
+7,470
| +3% | +$432K | 1.88% | 9 |
|
|
2017
Q1 | $14.4M | Buy |
255,443
+42,322
| +20% | +$2.38M | 1.83% | 10 |
|
|
2016
Q4 | $11.4M | Buy |
213,121
+6,378
| +3% | +$340K | 1.62% | 12 |
|
|
2016
Q3 | $10.7M | Buy |
206,743
+197,504
| +2,138% | +$10.2M | 1.99% | 10 |
|
|
2016
Q2 | $460K | Sell |
9,239
-121,464
| -93% | -$6.05M | 0.13% | 119 |
|
|
2016
Q1 | $6.38M | Buy |
130,703
+20,142
| +18% | +$984K | 2.06% | 13 |
|
|
2015
Q4 | $5.37M | Buy |
110,561
+15,928
| +17% | +$774K | 2.17% | 11 |
|
|
2015
Q3 | $4.33M | Buy |
94,633
+69,036
| +270% | +$3.16M | 1.88% | 13 |
|
|
2015
Q2 | $1.26M | Buy |
25,597
+1,587
| +7% | +$78.2K | 0.53% | 41 |
|
|
2015
Q1 | $1.19M | Buy |
+24,010
| New | +$1.19M | 0.55% | 41 |
|