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

Seneca Financial Advisors LLC

$259 Billion
Q2 2025

A detailed history of Seneca Financial Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Seneca Financial Advisors LLC holds 406,343 shares of SCHA stock, worth $11 Million. This represents 3.96% of its overall portfolio holdings.

Number of Shares

406,343

Previous 398,980 1.85%

Holding current value

$11 Million

Previous $9.35 Billion 9.97%

% of portfolio

3.96%

Previous 4.53%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 27, 2025	BUY	$20.42 - $25.3 $150,352 - $186,283	7,363 Added 1.85%	406,343 $10.3 Billion
Q1 2025 Aug 27, 2025	BUY	$23.16 - $27.04 $983,489 - $1.15 Million	42,465 Added 11.91%	398,980 $9.35 Billion
Q4 2024 Aug 27, 2025	BUY	$25.33 - $51.16 $4.73 Million - $9.55 Million	186,597 Added 109.82%	356,515 $9.22 Billion
Q3 2024 Aug 27, 2025	BUY	$46.9 - $51.96 $509,193 - $564,129	10,857 Added 6.83%	169,918 $8.75 Billion
Q2 2024 Aug 27, 2025	BUY	$45.24 - $49.04 $1.57 Million - $1.7 Million	34,637 Added 27.84%	159,061 $7.55 Billion
Q1 2024 Aug 27, 2025	BUY	$44.84 - $49.24 $1.22 Million - $1.34 Million	27,179 Added 27.95%	124,424 $6.13 Billion
Q4 2023 Aug 27, 2025	BUY	$38.13 - $48.02 $156,409 - $196,978	4,102 Added 4.4%	97,245 $4.59 Billion
Q3 2023 Aug 27, 2025	BUY	$40.85 - $46.1 $23,652 - $26,691	579 Added 0.63%	93,143 $3.86 Billion
Q2 2023 Aug 27, 2025	SELL	$39.91 - $43.82 $446,632 - $490,389	-11,191 Reduced 10.79%	92,564 $4.05 Billion
Q1 2023 Aug 27, 2025	SELL	$39.82 - $46.36 $520,128 - $605,554	-13,062 Reduced 11.18%	103,755 $4.35 Billion
Q4 2022 Aug 27, 2025	SELL	$38.25 - $43.54 $1.34 Million - $1.53 Million	-35,069 Reduced 23.09%	116,817 $4.73 Billion
Q3 2022 Aug 27, 2025	BUY	$37.65 - $45.9 $193,935 - $236,430	5,151 Added 3.51%	151,886 $5.74 Billion
Q2 2022 Aug 27, 2025	BUY	$37.88 - $48.01 $427,475 - $541,792	11,285 Added 8.33%	146,735 $5.72 Billion
Q1 2022 Aug 27, 2025	BUY	$44.42 - $51.73 $3.11 Million - $3.62 Million	69,931 Added 106.73%	135,450 $6.41 Billion
Q4 2021 Aug 27, 2025	BUY	$48.64 - $55.07 $47,375 - $53,638	974 Added 1.51%	65,519 $6.71 Billion
Q3 2021 Aug 27, 2025	BUY	$48.3 - $52.49 $12,171 - $13,227	252 Added 0.39%	64,545 $6.46 Billion
Q2 2021 Aug 27, 2025	SELL	$48.39 - $52.91 $29,905 - $32,698	-618 Reduced 0.95%	64,293 $6.7 Billion
Q1 2021 Aug 27, 2025	BUY	$43.89 - $52.63 $62,455 - $74,892	1,423 Added 2.24%	64,911 $6.47 Billion
Q4 2020 Aug 27, 2025	BUY	$34.66 - $45.17 $2.2 Million - $2.87 Million	63,488 New	63,488 $5.65 Billion

Others Institutions Holding SCHA

# of Institutions

1,279

Shares Held

257M

Call Options Held

61.6K

Put Options Held

2.1K

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About SCHWAB STRATEGIC TR US SMALL-C

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