Seneca Financial Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Seneca Financial Advisors LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Aug 27, 2025	SELL	$74.93 - $80.86 $268,399 - $289,640	-3,582 Closed	0 $0
Q3 2021 Aug 27, 2025	SELL	$74.23 - $78.13 $22,269 - $23,439	-300 Reduced 7.73%	3,582 $266 Million
Q2 2021 Aug 27, 2025	SELL	$73.32 - $77.65 $80,358 - $85,104	-1,096 Reduced 22.02%	3,882 $294 Million
Q1 2021 Aug 27, 2025	SELL	$63.23 - $73.67 $98,069 - $114,262	-1,551 Reduced 23.76%	4,978 $363 Million
Q4 2020 Aug 27, 2025	BUY	$54.8 - $65.16 $357,789 - $425,429	6,529 New	6,529 $419 Million

2,014

885M

4.51M

2.75M

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