Seneca Financial Advisors LLC Schwab Intermediate Term Us Tr Transaction History

Seneca Financial Advisors LLC

$259 Billion
Q2 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 27, 2025	SELL	$49.25 - $50.96 $238,665 - $246,952	-4,846 Closed	0 $0
Q1 2023 Aug 27, 2025	SELL	$48.55 - $50.78 $22,041 - $23,054	-454 Reduced 8.57%	4,846 $244 Million
Q4 2022 Aug 27, 2025	SELL	$48.12 - $50.24 $404,785 - $422,618	-8,412 Reduced 61.35%	5,300 $261 Million
Q3 2022 Aug 27, 2025	SELL	$48.68 - $52.54 $1.91 Million - $2.06 Million	-39,270 Reduced 74.12%	13,712 $674 Million
Q2 2022 Aug 27, 2025	SELL	$50.08 - $52.78 $8.5 Million - $8.96 Million	-169,678 Reduced 76.2%	52,982 $2.73 Billion
Q1 2022 Aug 27, 2025	SELL	$52.72 - $55.84 $555,616 - $588,497	-10,539 Reduced 4.52%	222,660 $11.9 Billion
Q4 2021 Aug 27, 2025	BUY	$55.82 - $56.81 $98,689 - $100,440	1,768 Added 0.76%	233,199 $13.1 Billion
Q3 2021 Aug 27, 2025	BUY	$56.59 - $57.62 $580,669 - $591,238	10,261 Added 4.64%	231,431 $13.1 Billion
Q2 2021 Aug 27, 2025	BUY	$56.38 - $57.16 $654,064 - $663,113	11,601 Added 5.54%	221,170 $12.6 Billion
Q1 2021 Aug 27, 2025	BUY	$56.41 - $58.25 $1.86 Million - $1.92 Million	32,891 Added 18.62%	209,569 $11.8 Billion
Q4 2020 Aug 27, 2025	BUY	$57.98 - $58.64 $10.2 Million - $10.4 Million	176,678 New	176,678 $10.3 Billion

Others Institutions Holding SCHR

# of Institutions

496

Shares Held

371M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

222M
Shares

$5.59 Billion
1.0% of portfolio
Royal Bank Of Canada Toronto, A6

22.3M
Shares

$563 Million
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.2M
Shares

$308 Million
0.08% of portfolio
Stifel Financial Corp St. Louis, MO

8.01M
Shares

$202 Million
0.2% of portfolio
Jpmorgan Chase & CO New York, NY

4.69M
Shares

$118 Million
0.01% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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