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Sequoia Financial Advisors, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on SCHB, newest first. How the timeline and the estimate are built.

Sequoia Financial Advisors, LLC held 427,052 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 427,052 shares
    Change vs previous 13F -12,021 shares

    0.06% of the 13F portfolio, value $12,367,437.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 439,073 shares
    Change vs previous 13F -30,066 shares

    0.06% of the 13F portfolio, value $11,020,727.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 469,139 shares
    Change vs previous 13F -28,446 shares

    0.07% of the 13F portfolio, value $12,305,515.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 497,585 shares
    Change vs previous 13F -18,305 shares

    0.08% of the 13F portfolio, value $12,792,905.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 515,890 shares
    Change vs previous 13F -21,625 shares

    0.08% of the 13F portfolio, value $12,293,654.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 537,515 shares
    Change vs previous 13F +7,361 shares

    0.09% of the 13F portfolio, value $11,572,691.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 530,154 shares
    Change vs previous 13F +353,897 shares

    0.12% of the 13F portfolio, value $12,034,494.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 176,257 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,724,595.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).