SEQUOIA FINANCIAL ADVISORS, LLC – Schwab U.S. Broad Market ETF Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$7.30M
portfolio value
SEQUOIA FINANCIAL ADVISORS, LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.62% | -8.43K shares | -756K | $41.99 | 174.01K |
| Q2 2022 | share | Decrease | -5.52% | -10.66K shares | -2.24M | $44.19 | 182.45K |
| Q1 2022 | share | Increase | +2.05% | 3.88K shares | -383K | $53.39 | 193.11K |
| Q4 2021 | share | Increase | +624.93% | 81.56K shares | 9.33M | $113.36 | 94.61K |
| Q3 2021 | share | Decrease | -83.52% | -66.15K shares | -6.90M | $103.86 | 13.05K |
| Q2 2021 | share | Increase | +0.60% | 475 shares | 645K | $103.94 | 79.20K |
| Q1 2021 | share | Increase | +1.41% | 1.09K shares | 549K | $96.11 | 78.73K |
| Q4 2020 | share | Increase | +2.78% | 2.10K shares | 1.04M | $90.16 | 77.64K |
| Q3 2020 | share | Increase | +15.69% | 10.24K shares | 1.21M | $78.59 | 75.53K |
| Q2 2020 | share | Increase | +35.39% | 17.06K shares | 1.88M | $72.04 | 65.29K |
| Q1 2020 | share | Increase | +42.71% | 14.43K shares | 316K | $59.01 | 48.22K |
| Q4 2019 | share | Increase | +40.41% | 9.72K shares | 889K | $74.64 | 33.79K |
| Q3 2019 | share | Increase | +52.73% | 8.30K shares | 598K | $68.53 | 24.06K |
| Q2 2019 | share | Increase | +280.28% | 11.61K shares | 829K | $67.74 | 15.75K |
| Q1 2019 | share | Increase | 0.00% | 4.14K shares | 282K | $65.07 | 4.14K |