Seneca Financial Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Seneca Financial Advisors LLC

$306 Billion
Q3 2025

A detailed history of Seneca Financial Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Seneca Financial Advisors LLC holds 120,508 shares of SCHX stock, worth $3.2 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

120,508

Previous 116,293 3.62%

Holding current value

$3.2 Million

Previous $2.84 Billion 11.68%

% of portfolio

1.04%

Previous 1.1%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$24.46 - $26.5 $103,098 - $111,697	4,215 Added 3.62%	120,508 $3.17 Billion
Q2 2025 Aug 27, 2025	SELL	$19.6 - $24.44 $646 - $806	-33 Reduced 0.03%	116,293 $2.84 Billion
Q1 2025 Aug 27, 2025	BUY	$21.75 - $24.28 $6,568 - $7,332	302 Added 0.26%	116,326 $2.57 Billion
Q4 2024 Aug 27, 2025	BUY	$22.4 - $68.28 $1.72 Million - $5.25 Million	76,897 Added 196.53%	116,024 $2.69 Billion
Q3 2024 Aug 27, 2025	SELL	$61.11 - $67.85 $6,355 - $7,056	-104 Reduced 0.27%	39,127 $2.65 Billion

Q2 2024 Aug 27, 2025	SELL	$58.7 - $64.78 $2,817 - $3,109	-48 Reduced 0.12%	39,231 $2.52 Billion
Q1 2024 Aug 27, 2025	SELL	$55.41 - $62.08 $46,932 - $52,581	-847 Reduced 2.11%	39,279 $2.44 Billion
Q4 2023 Aug 27, 2025	BUY	$48.47 - $56.6 $10,663 - $12,452	220 Added 0.55%	40,126 $2.26 Billion
Q3 2023 Aug 27, 2025	BUY	$50.36 - $54.21 $6,446 - $6,938	128 Added 0.32%	39,906 $2.02 Billion
Q2 2023 Aug 27, 2025	SELL	$47.67 - $52.37 $243,975 - $268,029	-5,118 Reduced 11.4%	39,778 $2.08 Billion
Q1 2023 Aug 27, 2025	SELL	$44.78 - $49.41 $181,627 - $200,406	-4,056 Reduced 8.29%	44,896 $2.17 Billion
Q4 2022 Aug 27, 2025	BUY	$42.25 - $48.16 $175,971 - $200,586	4,165 Added 9.3%	48,952 $2.21 Billion
Q3 2022 Aug 27, 2025	BUY	$42.35 - $51.01 $67,971 - $81,871	1,605 Added 3.72%	44,787 $1.9 Billion
Q2 2022 Aug 27, 2025	SELL	$43.35 - $54.51 $1.08 Million - $1.35 Million	-24,839 Reduced 36.52%	43,182 $1.93 Billion
Q1 2022 Aug 27, 2025	BUY	$49.51 - $57.27 $1.7 Million - $1.96 Million	34,259 Added 101.47%	68,021 $3.66 Billion
Q4 2021 Aug 27, 2025	BUY	$51.9 - $57.29 $440,682 - $486,449	8,491 Added 33.6%	33,762 $3.84 Billion
Q3 2021 Aug 27, 2025	SELL	$51.52 - $54.94 $16,950 - $18,075	-329 Reduced 1.29%	25,271 $2.63 Billion
Q2 2021 Aug 27, 2025	BUY	$48.62 - $52.01 $33,839 - $36,198	696 Added 2.79%	25,600 $2.66 Billion
Q1 2021 Aug 27, 2025	BUY	$44.9 - $48.34 $63,892 - $68,787	1,423 Added 6.06%	24,904 $2.39 Billion
Q4 2020 Aug 27, 2025	BUY	$39.35 - $45.48 $923,977 - $1.07 Million	23,481 New	23,481 $2.14 Billion

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Seneca Financial Advisors LLC Schwab Strategic Tr Us Large C Transaction History