SEQUOIA FINANCIAL ADVISORS, LLC – Schwab U.S. Mid-Cap ETF Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$1.59M
portfolio value
SEQUOIA FINANCIAL ADVISORS, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -17.31% | -5.50K shares | -404K | $60.53 | 26.30K |
| Q2 2022 | share | Decrease | -35.30% | -17.35K shares | -1.73M | $62.73 | 31.81K |
| Q1 2022 | share | Increase | +5.91% | 2.74K shares | -4K | $75.86 | 49.16K |
| Q4 2021 | share | Increase | +261.06% | 33.56K shares | 2.74M | $80.5 | 46.42K |
| Q3 2021 | share | Decrease | -68.61% | -28.10K shares | -2.22M | $76.66 | 12.85K |
| Q2 2021 | share | Decrease | -0.34% | -139 shares | 147K | $77.99 | 40.96K |
| Q1 2021 | share | Decrease | -9.83% | -4.47K shares | -49K | $73.97 | 41.10K |
| Q4 2020 | share | Increase | +1.84% | 824 shares | 625K | $67.69 | 45.58K |
| Q3 2020 | share | Decrease | -0.89% | -403 shares | 107K | $54.81 | 44.75K |
| Q2 2020 | share | Increase | +7.29% | 3.06K shares | 601K | $51.79 | 45.16K |
| Q1 2020 | share | Increase | +3.00% | 1.22K shares | -683K | $41.36 | 42.09K |
| Q4 2019 | share | Decrease | -3.26% | -1.37K shares | 70K | $58.73 | 40.86K |
| Q3 2019 | share | Increase | +0.33% | 137 shares | -16K | $54.92 | 42.24K |
| Q2 2019 | share | Increase | +1.98% | 817 shares | 117K | $55.23 | 42.10K |
| Q1 2019 | share | Increase | +11.07% | 4.11K shares | 505K | $53.4 | 41.28K |
| Q4 2018 | share | Increase | +1.47% | 539 shares | -337K | $46.07 | 37.17K |
| Q3 2018 | share | Decrease | -1.63% | -606 shares | 75K | $55.32 | 36.63K |
| Q2 2018 | share | Decrease | -1.48% | -558 shares | 45K | $52.33 | 37.24K |
| Q1 2018 | share | Decrease | -1.49% | -570 shares | -45K | $50.29 | 37.79K |
| Q4 2017 | share | Decrease | -0.52% | -199 shares | 111K | $50.51 | 38.36K |
| Q3 2017 | share | Increase | +7.18% | 2.58K shares | 200K | $47.29 | 38.56K |
| Q2 2017 | share | Increase | +8.64% | 2.86K shares | 165K | $45.33 | 35.98K |
| Q1 2017 | share | Increase | +119.39% | 18.02K shares | 886K | $44.4 | 33.12K |
| Q4 2016 | share | Increase | +4.79% | 690 shares | 55K | $42.23 | 15.09K |
| Q3 2016 | share | Increase | 0.00% | 14.40K shares | 627K | $40.48 | 14.40K |