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Sequoia Financial Advisors, LLC: SCHF position timeline

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

Sequoia Financial Advisors, LLC held 382,030 SCHF 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 382,030 shares
    Change vs previous 13F -3,649 shares

    0.05% of the 13F portfolio, value $10,582,243.

    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 385,679 shares
    Change vs previous 13F +1,458 shares

    0.05% of the 13F portfolio, value $9,545,543.

    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 384,221 shares
    Change vs previous 13F +70,500 shares

    0.05% of the 13F portfolio, value $9,236,677.

    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 313,721 shares
    Change vs previous 13F +47,275 shares

    0.04% of the 13F portfolio, value $7,303,432.

    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 266,446 shares
    Change vs previous 13F +17,222 shares

    0.04% of the 13F portfolio, value $5,888,468.

    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 249,224 shares
    Change vs previous 13F +62,416 shares

    0.04% of the 13F portfolio, value $4,929,649.

    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 186,808 shares
    Change vs previous 13F +100,714 shares

    0.03% of the 13F portfolio, value $3,455,955.

    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 86,094 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,540,181.

    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).