SEQUOIA FINANCIAL ADVISORS, LLC – Schwab U.S. Dividend Equity ETF Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$4.72M
portfolio value
SEQUOIA FINANCIAL ADVISORS, LLC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +18.71% | 11.19K shares | 432K | $66.43 | 71.06K |
| Q2 2022 | share | Increase | +21.24% | 10.48K shares | 393K | $71.63 | 59.87K |
| Q1 2022 | share | Increase | +27.20% | 10.56K shares | 758K | $78.89 | 49.38K |
| Q4 2021 | share | Increase | 0.00% | 38.82K shares | 3.13M | $80.71 | 38.82K |
| Q3 2021 | share | Decrease | -100.00% | -30.82K shares | -2.33M | $74.24 | 0 |
| Q2 2021 | share | Increase | +29.72% | 7.06K shares | 599K | $75.03 | 30.82K |
| Q1 2021 | share | Increase | +12.24% | 2.59K shares | 374K | $71.83 | 23.75K |
| Q4 2020 | share | Increase | +7.15% | 1.41K shares | 266K | $62.74 | 21.16K |
| Q3 2020 | share | Increase | +20.27% | 3.32K shares | 242K | $53.59 | 19.75K |
| Q2 2020 | share | Increase | +43.12% | 4.94K shares | 334K | $49.64 | 16.42K |
| Q1 2020 | share | Increase | +13.97% | 1.40K shares | -67K | $42.78 | 11.47K |
| Q4 2019 | share | Increase | +0.94% | 94 shares | 36K | $54.52 | 10.07K |
| Q3 2019 | share | Increase | +12.52% | 1.11K shares | 76K | $51.15 | 9.97K |
| Q2 2019 | share | Increase | +10.53% | 845 shares | 52K | $49.11 | 8.86K |
| Q1 2019 | share | Increase | 0.00% | 8.02K shares | 419K | $48 | 8.02K |