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Sequoia Financial Advisors, LLC: SCHD position timeline

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

Sequoia Financial Advisors, LLC held 357,685 SCHD 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 357,685 shares
    Change vs previous 13F -26,604 shares

    0.06% of the 13F portfolio, value $11,342,187.

    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 384,289 shares
    Change vs previous 13F -5,426 shares

    0.07% of the 13F portfolio, value $11,789,992.

    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 389,715 shares
    Change vs previous 13F -17,632 shares

    0.06% of the 13F portfolio, value $10,689,875.

    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 407,347 shares
    Change vs previous 13F +193,419 shares

    0.07% of the 13F portfolio, value $11,120,567.

    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 213,928 shares
    Change vs previous 13F +506 shares

    0.04% of the 13F portfolio, value $5,669,102.

    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 213,422 shares
    Change vs previous 13F +9,977 shares

    0.05% of the 13F portfolio, value $5,967,282.

    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 203,445 shares
    Change vs previous 13F +153,945 shares

    0.05% of the 13F portfolio, value $5,558,113.

    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 49,500 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,184,253.

    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).