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Sequoia Financial Advisors, LLC: SCHV position timeline

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

Sequoia Financial Advisors, LLC held 146,134 SCHV 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 146,134 shares
    Change vs previous 13F -7,098 shares

    0.03% of the 13F portfolio, value $5,086,928.

    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 153,232 shares
    Change vs previous 13F -4,300 shares

    0.03% of the 13F portfolio, value $4,673,574.

    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 157,532 shares
    Change vs previous 13F +1,277 shares

    0.03% of the 13F portfolio, value $4,664,512.

    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 156,255 shares
    Change vs previous 13F +2,610 shares

    0.03% of the 13F portfolio, value $4,548,585.

    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 153,645 shares
    Change vs previous 13F -76,619 shares

    0.03% of the 13F portfolio, value $4,251,357.

    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 230,264 shares
    Change vs previous 13F +13,095 shares

    0.05% of the 13F portfolio, value $6,120,412.

    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 217,169 shares
    Change vs previous 13F +142,865 shares

    0.05% of the 13F portfolio, value $5,661,597.

    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 74,304 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,971,794.

    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).