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 815,791 shares of SCHG stock, worth $26.3 Million. This represents 8.5% of its overall portfolio holdings.

Number of Shares

815,791

Previous 797,120 2.34%

Holding current value

$26.3 Million

Previous $23.3 Billion 11.8%

% of portfolio

8.5%

Previous 8.97%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$28.92 - $32.19 $539,965 - $601,019	18,671 Added 2.34%	815,791 $26 Billion
Q2 2025 Aug 27, 2025	BUY	$22.27 - $29.21 $1.15 Million - $1.51 Million	51,693 Added 6.93%	797,120 $23.3 Billion
Q1 2025 Aug 27, 2025	BUY	$24.91 - $29.02 $787,380 - $917,293	31,609 Added 4.43%	745,427 $18.7 Billion
Q4 2024 Aug 27, 2025	BUY	$25.93 - $105.3 $13.7 Million - $55.7 Million	528,710 Added 285.62%	713,818 $19.9 Billion
Q3 2024 Aug 27, 2025	BUY	$92.63 - $105.69 $337,543 - $385,134	3,644 Added 2.01%	185,108 $19.3 Billion

Q2 2024 Aug 27, 2025	BUY	$87.04 - $101.61 $442,511 - $516,585	5,084 Added 2.88%	181,464 $18.3 Billion
Q1 2024 Aug 27, 2025	SELL	$80.6 - $93.32 $221,085 - $255,976	-2,743 Reduced 1.53%	176,380 $16.4 Billion
Q4 2023 Aug 27, 2025	SELL	$70.08 - $83.37 $346,475 - $412,181	-4,944 Reduced 2.69%	179,123 $14.9 Billion
Q3 2023 Aug 27, 2025	SELL	$71.99 - $78.02 $171,696 - $186,077	-2,385 Reduced 1.28%	184,067 $13.4 Billion
Q2 2023 Aug 27, 2025	SELL	$63.6 - $74.95 $1.52 Million - $1.79 Million	-23,939 Reduced 11.38%	186,452 $14 Billion
Q1 2023 Aug 27, 2025	SELL	$54.19 - $65.17 $1.47 Million - $1.77 Million	-27,090 Reduced 11.41%	210,391 $13.7 Billion
Q4 2022 Aug 27, 2025	SELL	$54.31 - $60.76 $3.22 Million - $3.6 Million	-59,246 Reduced 19.97%	237,481 $13.2 Billion
Q3 2022 Aug 27, 2025	BUY	$55.81 - $69.25 $1.2 Million - $1.49 Million	21,518 Added 7.82%	296,727 $16.6 Billion
Q2 2022 Aug 27, 2025	BUY	$55.73 - $76.55 $1.89 Million - $2.59 Million	33,898 Added 14.05%	275,209 $16 Billion
Q1 2022 Aug 27, 2025	BUY	$65.63 - $82.62 $8.42 Million - $10.6 Million	128,367 Added 113.66%	241,311 $18.1 Billion
Q4 2021 Aug 27, 2025	BUY	$73.11 - $83.4 $181,897 - $207,499	2,488 Added 2.25%	112,944 $18.5 Billion
Q3 2021 Aug 27, 2025	SELL	$73.24 - $78.94 $524,618 - $565,447	-7,163 Reduced 6.09%	110,456 $16.4 Billion
Q2 2021 Aug 27, 2025	BUY	$65.3 - $73.24 $88,677 - $99,459	1,358 Added 1.17%	117,619 $17.2 Billion
Q1 2021 Aug 27, 2025	BUY	$61.41 - $68.35 $189,265 - $210,654	3,082 Added 2.72%	116,261 $15.1 Billion
Q4 2020 Aug 27, 2025	BUY	$55.95 - $64.38 $6.33 Million - $7.29 Million	113,179 New	113,179 $14.5 Billion

Others Institutions Holding SCHG

# of Institutions

1,683

Shares Held

854M

Call Options Held

543K

Put Options Held

113K

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