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Sequoia Financial Advisors, LLC: SCHM position timeline

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

Sequoia Financial Advisors, LLC held 102,088 SCHM 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 102,088 shares
    Change vs previous 13F -12,974 shares

    0.02% of the 13F portfolio, value $3,763,992.

    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 115,062 shares
    Change vs previous 13F +608 shares

    0.02% of the 13F portfolio, value $3,562,324.

    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 114,454 shares
    Change vs previous 13F +5,924 shares

    0.02% of the 13F portfolio, value $3,441,647.

    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 108,530 shares
    Change vs previous 13F -2,103 shares

    0.02% of the 13F portfolio, value $3,216,841.

    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 110,633 shares
    Change vs previous 13F +27,943 shares

    0.02% of the 13F portfolio, value $3,103,250.

    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 82,690 shares
    Change vs previous 13F -2,370 shares

    0.02% of the 13F portfolio, value $2,166,486.

    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 85,060 shares
    Change vs previous 13F +58,532 shares

    0.02% of the 13F portfolio, value $2,357,007.

    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 26,528 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,204,185.

    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).