Seneca Financial Advisors LLC Schwab Short Term Us Treasury Transaction History

Seneca Financial Advisors LLC

$259 Billion
Q2 2025

A detailed history of Seneca Financial Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Seneca Financial Advisors LLC holds 128,301 shares of SCHO stock, worth $3.13 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

128,301

Previous 212,076 39.5%

Holding current value

$3.13 Million

Previous $5.16 Billion 39.4%

% of portfolio

1.21%

Previous 2.5%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 27, 2025	SELL	$24.19 - $24.45 $2.03 Million - $2.05 Million	-83,775 Reduced 39.5%	128,301 $3.13 Billion
Q1 2025 Aug 27, 2025	SELL	$24.1 - $24.34 $33,017 - $33,345	-1,370 Reduced 0.64%	212,076 $5.16 Billion
Q4 2024 Aug 27, 2025	BUY	$24.06 - $48.88 $2.68 Million - $5.45 Million	111,487 Added 109.34%	213,446 $5.14 Billion
Q3 2024 Aug 27, 2025	BUY	$47.93 - $49.06 $114,840 - $117,547	2,396 Added 2.41%	101,959 $4.99 Billion
Q2 2024 Aug 27, 2025	SELL	$47.75 - $48.13 $1.38 Million - $1.39 Million	-28,958 Reduced 22.53%	99,563 $4.79 Billion
Q1 2024 Aug 27, 2025	SELL	$48.05 - $48.63 $3.04 Million - $3.08 Million	-63,257 Reduced 32.98%	128,521 $6.2 Billion
Q4 2023 Aug 27, 2025	BUY	$47.66 - $48.45 $1.11 Million - $1.13 Million	23,273 Added 13.81%	191,778 $9.29 Billion
Q3 2023 Aug 27, 2025	BUY	$47.78 - $48.2 $1.28 Million - $1.29 Million	26,813 Added 18.92%	168,505 $8.07 Billion
Q2 2023 Aug 27, 2025	BUY	$48.06 - $48.89 $184,358 - $187,542	3,836 Added 2.78%	141,692 $6.81 Billion
Q1 2023 Aug 27, 2025	SELL	$47.8 - $49.0 $1.59 Million - $1.63 Million	-33,225 Reduced 19.42%	137,856 $6.73 Billion
Q4 2022 Aug 27, 2025	BUY	$47.89 - $48.47 $4.17 Million - $4.22 Million	87,147 Added 103.83%	171,081 $8.25 Billion
Q3 2022 Aug 27, 2025	BUY	$48.15 - $49.37 $530,468 - $543,909	11,017 Added 15.11%	83,934 $4.05 Billion
Q2 2022 Aug 27, 2025	BUY	$48.73 - $49.59 $192,824 - $196,227	3,957 Added 5.74%	72,917 $3.59 Billion
Q1 2022 Aug 27, 2025	SELL	$49.47 - $50.82 $793,993 - $815,661	-16,050 Reduced 18.88%	68,960 $3.42 Billion
Q4 2021 Aug 27, 2025	BUY	$50.83 - $51.21 $1.58 Million - $1.59 Million	31,131 Added 57.78%	85,010 $4.32 Billion
Q3 2021 Aug 27, 2025	BUY	$51.18 - $51.3 $1.06 Million - $1.06 Million	20,670 Added 62.24%	53,879 $2.76 Billion
Q2 2021 Aug 27, 2025	BUY	$51.19 - $51.33 $207,114 - $207,681	4,046 Added 13.87%	33,209 $1.7 Billion
Q1 2021 Aug 27, 2025	BUY	$51.27 - $51.41 $359,966 - $360,949	7,021 Added 31.71%	29,163 $1.5 Billion
Q4 2020 Aug 27, 2025	BUY	$51.37 - $51.48 $1.14 Million - $1.14 Million	22,142 New	22,142 $1.14 Billion

Others Institutions Holding SCHO

# of Institutions

709

Shares Held

318M

Call Options Held

98.6K

Put Options Held

70.3K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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Seneca Financial Advisors LLC Schwab Short Term Us Treasury Transaction History