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advised by SEQUOIA FINANCIAL GROUP, L.L.C.
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | SAN FRANCISCO | California | United States | no | 8-16514 |
| $92.1M |
| 101 |
| $250,000 |
| 500.0% |
| yes |
| Z•• H••••• C••••• S•••••••• L• |
| May 9, 2024 | $87.7M | 97 | $250,000 | 400.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Mar 21, 2024 | $87.7M | 97 | $250,000 | 400.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Nov 13, 2023 | $74.9M | 88 | $250,000 | 300.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Sep 28, 2023 | $74.9M | 88 | $250,000 | 300.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Aug 17, 2023 | $74.9M | 88 | $250,000 | 300.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Jul 10, 2023 | $74.9M | 88 | $250,000 | 300.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Apr 17, 2023 | $74.9M | 88 | $250,000 | 300.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Apr 4, 2023 | $74.9M | 88 | $250,000 | 300.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Mar 28, 2023 | $74.9M | 88 | $250,000 | 300.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Mar 15, 2023 | $74.9M | 88 | $250,000 | 300.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Aug 3, 2022 | $69.0M | 67 | $250,000 | 300.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Mar 31, 2022 | $69.0M | 67 | $250,000 | 300.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Sep 22, 2021 | $49.3M | 57 | $250,000 | 300.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| May 21, 2021 | $49.3M | 57 | $250,000 | 300.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Mar 26, 2021 | $49.3M | 57 | $250,000 | 300.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Jul 31, 2020 | $43.1M | 51 | $250,000 | 500.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Jun 30, 2020 | $43.1M | 51 | $250,000 | 500.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Mar 30, 2020 | $43.1M | 51 | $250,000 | 500.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Jul 31, 2019 | $41.2M | 47 | $250,000 | 500.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Mar 29, 2019 | $41.2M | 47 | $250,000 | 500.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Jun 15, 2018 | $47.1M | 46 | $250,000 | 200.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Mar 30, 2018 | $47.1M | 46 | $250,000 | 200.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Aug 22, 2017 | $19.0M | 20 | $250,000 | 400.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Jul 28, 2017 | $19.0M | 20 | $250,000 | 400.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Mar 30, 2017 | $19.0M | 20 | $250,000 | 400.0% | yes | Z•• H••••• C••••• S•••••••• L• |
| Oct 28, 2016 | $17.1M | 22 | $250,000 | 400.0% | yes | Z•• P••••••• I•• L• |
| Jul 25, 2016 | $17.1M | 22 | $250,000 | 400.0% | yes | Z•• P••••••• I•• L• |
| Mar 31, 2016 | $17.1M | 22 | $250,000 | 400.0% | yes | Z•• P••••••• I•• L• |
| Mar 30, 2015 | $21.0M | 17 | $250,000 | 400.0% | yes | Z•• P••••••• I•• L• |