Seneca Financial Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Seneca Financial Advisors LLC

  • $259 Billion
  • Q2 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 652,489 shares of SCHV stock, worth $18.6 Million. This represents 6.96% of its overall portfolio holdings.

Number of Shares
652,489
Previous 687,121 5.04%
Holding current value
$18.6 Million
Previous $18.3 Billion 1.15%
% of portfolio
6.96%
Previous 8.85%

Shares

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

Aug 27, 2025
SELL
$23.55 - $27.67 $815,583 - $958,267
-34,632 Reduced 5.04%
652,489 $18.1 Billion
Q1 2025

Aug 27, 2025
BUY
$25.77 - $27.6 $940,836 - $1.01 Million
36,509 Added 5.61%
687,121 $18.3 Billion
Q4 2024

Aug 27, 2025
BUY
$25.79 - $80.4 $11.2 Million - $35.1 Million
436,206 Added 203.45%
650,612 $17 Billion
Q3 2024

Aug 27, 2025
BUY
$73.43 - $80.37 $719,760 - $787,786
9,802 Added 4.79%
214,406 $17.2 Billion
Q2 2024

Aug 27, 2025
BUY
$71.74 - $75.86 $273,329 - $289,026
3,810 Added 1.9%
204,604 $15.2 Billion
Q1 2024

Aug 27, 2025
BUY
$68.82 - $75.98 $206,666 - $228,167
3,003 Added 1.52%
200,794 $15.3 Billion
Q4 2023

Aug 27, 2025
BUY
$61.16 - $70.24 $632,333 - $726,211
10,339 Added 5.52%
197,791 $13.9 Billion
Q3 2023

Aug 27, 2025
BUY
$64.45 - $69.39 $229,635 - $247,236
3,563 Added 1.94%
187,452 $12.1 Billion
Q2 2023

Aug 27, 2025
SELL
$63.33 - $67.21 $228,051 - $242,023
-3,601 Reduced 1.92%
183,889 $12.3 Billion
Q1 2023

Aug 27, 2025
BUY
$62.59 - $69.3 $430,431 - $476,576
6,877 Added 3.81%
187,490 $12.3 Billion
Q4 2022

Aug 27, 2025
BUY
$59.13 - $69.24 $779,629 - $912,929
13,185 Added 7.88%
180,613 $11.9 Billion
Q3 2022

Aug 27, 2025
BUY
$58.51 - $69.02 $917,027 - $1.08 Million
15,673 Added 10.33%
167,428 $9.8 Billion
Q2 2022

Aug 27, 2025
BUY
$60.93 - $72.3 $1.27 Million - $1.51 Million
20,845 Added 15.92%
151,755 $9.47 Billion
Q1 2022

Aug 27, 2025
BUY
$67.71 - $74.19 $439,641 - $481,715
6,493 Added 5.22%
130,910 $9.35 Billion
Q4 2021

Aug 27, 2025
BUY
$67.9 - $73.3 $135,935 - $146,746
2,002 Added 1.64%
124,417 $9.11 Billion
Q3 2021

Aug 27, 2025
BUY
$66.91 - $71.05 $109,397 - $116,166
1,635 Added 1.35%
122,415 $8.26 Billion
Q2 2021

Aug 27, 2025
BUY
$65.81 - $69.75 $100,228 - $106,229
1,523 Added 1.28%
120,780 $8.26 Billion
Q1 2021

Aug 27, 2025
BUY
$58.71 - $65.66 $179,124 - $200,328
3,051 Added 2.63%
119,257 $7.79 Billion
Q4 2020

Aug 27, 2025
BUY
$50.83 - $59.53 $5.91 Million - $6.92 Million
116,206 New
116,206 $6.92 Billion

Others Institutions Holding SCHV

# of Institutions
963
Shares Held
341M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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