Seneca Financial Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Seneca Financial Advisors LLC

  • $259 Billion
  • Q2 2025

A detailed history of Seneca Financial Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Seneca Financial Advisors LLC holds 596,091 shares of SCHM stock, worth $17.2 Million. This represents 6.44% of its overall portfolio holdings.

Number of Shares
596,091
Previous 461,254 29.23%
Holding current value
$17.2 Million
Previous $12.1 Billion 38.36%
% of portfolio
6.44%
Previous 5.86%

Shares

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

Aug 27, 2025
BUY
$22.92 - $28.05 $3.09 Million - $3.78 Million
134,837 Added 29.23%
596,091 $16.7 Billion
Q1 2025

Aug 27, 2025
BUY
$25.58 - $29.24 $218,990 - $250,323
8,561 Added 1.89%
461,254 $12.1 Billion
Q4 2024

Aug 27, 2025
BUY
$27.54 - $83.04 $8.28 Million - $25 Million
300,682 Added 197.8%
452,693 $12.5 Billion
Q3 2024

Aug 27, 2025
BUY
$75.47 - $83.18 $173,279 - $190,981
2,296 Added 1.53%
152,011 $12.6 Billion
Q2 2024

Aug 27, 2025
SELL
$75.69 - $81.19 $32,849 - $35,236
-434 Reduced 0.29%
149,715 $11.7 Billion
Q1 2024

Aug 27, 2025
SELL
$72.89 - $81.43 $156,421 - $174,748
-2,146 Reduced 1.41%
150,149 $12.2 Billion
Q4 2023

Aug 27, 2025
SELL
$63.01 - $75.95 $76,305 - $91,975
-1,211 Reduced 0.79%
152,295 $11.5 Billion
Q3 2023

Aug 27, 2025
BUY
$66.75 - $73.98 $18,089 - $20,048
271 Added 0.18%
153,506 $10.4 Billion
Q2 2023

Aug 27, 2025
SELL
$65.29 - $71.03 $541,058 - $588,625
-8,287 Reduced 5.13%
153,235 $10.9 Billion
Q1 2023

Aug 27, 2025
SELL
$64.24 - $73.9 $304,112 - $349,842
-4,734 Reduced 2.85%
161,522 $11 Billion
Q4 2022

Aug 27, 2025
SELL
$61.05 - $69.94 $3.63 Million - $4.15 Million
-59,398 Reduced 26.32%
166,256 $10.9 Billion
Q3 2022

Aug 27, 2025
SELL
$60.5 - $72.51 $83,974 - $100,643
-1,388 Reduced 0.61%
225,654 $13.7 Billion
Q2 2022

Aug 27, 2025
BUY
$60.91 - $76.4 $934,298 - $1.17 Million
15,339 Added 7.25%
227,042 $14.2 Billion
Q1 2022

Aug 27, 2025
BUY
$70.66 - $80.89 $739,315 - $846,352
10,463 Added 5.2%
211,703 $16.1 Billion
Q4 2021

Aug 27, 2025
SELL
$76.01 - $83.39 $50,166 - $55,037
-660 Reduced 0.33%
201,240 $16.2 Billion
Q3 2021

Aug 27, 2025
SELL
$74.65 - $80.95 $188,416 - $204,317
-2,524 Reduced 1.23%
201,900 $15.5 Billion
Q2 2021

Aug 27, 2025
SELL
$74.64 - $79.12 $225,263 - $238,784
-3,018 Reduced 1.45%
204,424 $16 Billion
Q1 2021

Aug 27, 2025
SELL
$67.07 - $76.85 $97,788 - $112,047
-1,458 Reduced 0.7%
207,442 $15.4 Billion
Q4 2020

Aug 27, 2025
BUY
$55.93 - $68.45 $11.7 Million - $14.3 Million
208,900 New
208,900 $14.2 Billion

Others Institutions Holding SCHM

# of Institutions
1,042
Shares Held
284M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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