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Sequoia Financial Advisors, LLC: SCHX position timeline

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

Sequoia Financial Advisors, LLC held 1,384,788 SCHX 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 1,384,788 shares
    Change vs previous 13F -28,943 shares

    0.2% of the 13F portfolio, value $40,754,314.

    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 1,413,731 shares
    Change vs previous 13F -6,446 shares

    0.2% of the 13F portfolio, value $36,248,058.

    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 1,420,177 shares
    Change vs previous 13F +9,760 shares

    0.21% of the 13F portfolio, value $38,216,960.

    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 1,410,417 shares
    Change vs previous 13F +20 shares

    0.23% of the 13F portfolio, value $37,150,375.

    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 1,410,397 shares
    Change vs previous 13F -1,124,082 shares

    0.24% of the 13F portfolio, value $34,470,094.

    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 2,534,479 shares
    Change vs previous 13F +3,315 shares

    0.43% of the 13F portfolio, value $55,961,293.

    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 2,531,164 shares
    Change vs previous 13F +1,657,476 shares

    0.57% of the 13F portfolio, value $58,672,379.

    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 873,688 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $59,279,712.

    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).