Seneca Financial Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Seneca Financial Advisors LLC

  • $259 Billion
  • Q2 2025

A detailed history of Seneca Financial Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Seneca Financial Advisors LLC holds 59,469 shares of SCHZ stock, worth $1.4 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
59,469
Previous 59,750 0.47%
Holding current value
$1.4 Million
Previous $1.38 Billion 0.13%
% of portfolio
0.53%
Previous 0.67%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 27, 2025
SELL
$22.68 - $23.28 $6,373 - $6,541
-281 Reduced 0.47%
59,469 $1.38 Billion
Q1 2025

Aug 27, 2025
BUY
$22.46 - $23.26 $98,195 - $101,692
4,372 Added 7.89%
59,750 $1.38 Billion
Q4 2024

Aug 27, 2025
BUY
$22.63 - $47.53 $718,525 - $1.51 Million
31,751 Added 134.38%
55,378 $1.26 Billion
Q3 2024

Aug 27, 2025
SELL
$45.2 - $47.87 $17,989 - $19,052
-398 Reduced 1.66%
23,627 $1.12 Billion
Q2 2024

Aug 27, 2025
SELL
$44.66 - $45.99 $1.72 Million - $1.77 Million
-38,521 Reduced 61.59%
24,025 $1.1 Billion
Q1 2024

Aug 27, 2025
SELL
$45.44 - $46.67 $536,101 - $550,612
-11,798 Reduced 15.87%
62,546 $2.88 Billion
Q4 2023

Aug 27, 2025
BUY
$43.09 - $46.83 $2.13 Million - $2.31 Million
49,345 Added 197.39%
74,344 $3.47 Billion
Q3 2023

Aug 27, 2025
BUY
$44.14 - $46.33 $1,677 - $1,760
38 Added 0.15%
24,999 $1.11 Billion
Q2 2023

Aug 27, 2025
SELL
$45.86 - $47.33 $1.61 Million - $1.67 Million
-35,214 Reduced 58.52%
24,961 $1.15 Billion
Q1 2023

Aug 27, 2025
SELL
$45.33 - $47.44 $2.38 Million - $2.49 Million
-52,573 Reduced 46.63%
60,175 $2.82 Billion
Q4 2022

Aug 27, 2025
BUY
$44.04 - $47.03 $4.26 Million - $4.55 Million
96,763 Added 605.34%
112,748 $5.15 Billion
Q3 2022

Aug 27, 2025
SELL
$44.98 - $49.09 $131,431 - $143,440
-2,922 Reduced 15.45%
15,985 $724 Million
Q2 2022

Aug 27, 2025
BUY
$46.62 - $50.36 $881,444 - $952,156
18,907 New
18,907 $905 Million
Q1 2022

Aug 27, 2025
SELL
$50.05 - $53.52 $760,860 - $813,611
-15,202 Closed
0 $0
Q4 2021

Aug 27, 2025
BUY
$53.63 - $54.52 $815,283 - $828,813
15,202 New
15,202 $819 Million

Others Institutions Holding SCHZ

# of Institutions
716
Shares Held
170M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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