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Sequoia Financial Advisors, LLC: SCHG position timeline

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

Sequoia Financial Advisors, LLC held 991,224 SCHG 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 991,224 shares
    Change vs previous 13F -16,649 shares

    0.17% of the 13F portfolio, value $33,543,030.

    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 1,007,873 shares
    Change vs previous 13F -67,262 shares

    0.16% of the 13F portfolio, value $29,359,344.

    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 1,075,135 shares
    Change vs previous 13F -3,008 shares

    0.2% of the 13F portfolio, value $35,070,900.

    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 1,078,143 shares
    Change vs previous 13F +39,210 shares

    0.21% of the 13F portfolio, value $34,403,556.

    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 1,038,933 shares
    Change vs previous 13F -110,066 shares

    0.21% of the 13F portfolio, value $30,347,228.

    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 1,148,999 shares
    Change vs previous 13F +655,342 shares

    0.22% of the 13F portfolio, value $28,770,933.

    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 493,657 shares
    Change vs previous 13F +366,720 shares

    0.13% of the 13F portfolio, value $13,758,208.

    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 126,937 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $13,224,271.

    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).