Seneca Financial Advisors LLC Schwab Strategic Tr Intl Small Transaction History
Seneca Financial Advisors LLC
- $259 Billion
- Q2 2025
A detailed history of Seneca Financial Advisors LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Seneca Financial Advisors LLC holds 40,290 shares of SCHC stock, worth $1.8 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
40,290
Previous 51,198
21.31%
Holding current value
$1.8 Million
Previous $1.84 Billion
6.59%
% of portfolio
0.66%
Previous 0.89%
Shares
19 transactions
Others Institutions Holding SCHC
# of Institutions
491Shares Held
76.3MCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL32.8MShares$1.46 Billion2.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.42MShares$153 Million0.38% of portfolio
-
Savant Capital, LLC2.33MShares$104 Million0.65% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.93MShares$85.9 Million3.13% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$74.9 Million0.21% of portfolio