News + Filings Holdings
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Sequoia Financial Advisors, LLC
> SCHX
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SCHWAB US LC ETF | SCHX | 1,073,573 | -98,213 | 56,223,008,000 | 3,316,855,000 | $52,369.99 |
| 12/31/2022 | SCHWAB US LC ETF | SCHX | 1,171,786 | -98,827 | 52,906,153,000 | 52,849,407,000 | $45,150.01 |
| 06/30/2022 | SCHWAB US LC ETF | SCHX | 1,270,613 | -88,514 | 56,746,000 | -16,443,000 | $44.66 |
| 03/31/2022 | SCHWAB US LC ETF | SCHX | 1,359,127 | 667,863 | 73,189,000 | -5,491,000 | $53.85 |
| 12/31/2021 | SCHWAB US LC ETF | SCHX | 691,264 | 419,268 | 78,680,000 | 50,384,000 | $113.82 |
| 09/30/2021 | SCHWAB US LC ETF | SCHX | 271,996 | -426,319 | 28,296,000 | -44,308,000 | $104.03 |
| 06/30/2021 | SCHWAB US LC ETF | SCHX | 698,315 | -43,170 | 72,604,000 | 1,399,000 | $103.97 |
| 03/31/2021 | SCHWAB US LC ETF | SCHX | 741,485 | -57,034 | 71,205,000 | -1,420,000 | $96.03 |
| 12/31/2020 | SCHWAB US LC ETF | SCHX | 798,519 | -13,544 | 72,625,000 | 7,148,000 | $90.95 |
| 09/30/2020 | SCHWAB US LC ETF | SCHX | 812,063 | -17,338 | 65,477,000 | 4,018,000 | $80.63 |
| 06/30/2020 | SCHWAB US LC ETF | SCHX | 829,401 | 109,124 | 61,459,000 | 17,342,000 | $74.10 |
| 03/31/2020 | SCHWAB US LC ETF | SCHX | 720,277 | 154,410 | 44,117,000 | 653,000 | $61.25 |
| 12/31/2019 | SCHWAB US LC ETF | SCHX | 565,867 | 45,066 | 43,464,000 | 6,524,000 | $76.81 |
| 09/30/2019 | SCHWAB US LC ETF | SCHX | 520,801 | 67,140 | 36,940,000 | 5,098,000 | $70.93 |
| 06/30/2019 | SCHWAB US LC ETF | SCHX | 453,661 | 71,988 | 31,842,000 | 6,037,000 | $70.19 |
| 03/31/2019 | SCHWAB US LC ETF | SCHX | 381,673 | 123,427 | 25,805,000 | 10,388,000 | $67.61 |
| 12/31/2018 | SCHWAB US LC ETF | SCHX | 258,246 | 40,988 | 15,417,000 | 305,000 | $59.70 |
| 09/30/2018 | SCHWAB US LC ETF | SCHX | 217,258 | -27,039 | 15,112,000 | -765,000 | $69.56 |
| 06/30/2018 | SCHWAB US LC ETF | SCHX | 244,297 | 2,532 | 15,877,000 | 626,000 | $64.99 |
| 03/31/2018 | SCHWAB US LC ETF | SCHX | 241,765 | -5,138 | 15,251,000 | -496,000 | $63.08 |
| 12/31/2017 | SCHWAB US LC ETF | SCHX | 246,903 | -20,235 | 15,747,000 | -292,000 | $63.78 |
| 09/30/2017 | SCHWAB US LC ETF | SCHX | 267,138 | 4,225 | 16,039,000 | 851,000 | $60.04 |
| 06/30/2017 | SCHWAB US LC ETF | SCHX | 262,913 | 262,913 | 15,188,000 | 15,188,000 | $57.77 |
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