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 116,293 shares of SCHX stock, worth $3.01 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
116,293
Previous 116,326 0.03%
Holding current value
$3.01 Million
Previous $2.57 Billion 10.66%
% of portfolio
1.1%
Previous 1.24%

Shares

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

Aug 27, 2025
SELL
$19.6 - $24.44 $646 - $806
-33 Reduced 0.03%
116,293 $2.84 Billion
Q1 2025

Aug 27, 2025
BUY
$21.75 - $24.28 $6,568 - $7,332
302 Added 0.26%
116,326 $2.57 Billion
Q4 2024

Aug 27, 2025
BUY
$22.4 - $68.28 $1.72 Million - $5.25 Million
76,897 Added 196.53%
116,024 $2.69 Billion
Q3 2024

Aug 27, 2025
SELL
$61.11 - $67.85 $6,355 - $7,056
-104 Reduced 0.27%
39,127 $2.65 Billion
Q2 2024

Aug 27, 2025
SELL
$58.7 - $64.78 $2,817 - $3,109
-48 Reduced 0.12%
39,231 $2.52 Billion
Q1 2024

Aug 27, 2025
SELL
$55.41 - $62.08 $46,932 - $52,581
-847 Reduced 2.11%
39,279 $2.44 Billion
Q4 2023

Aug 27, 2025
BUY
$48.47 - $56.6 $10,663 - $12,452
220 Added 0.55%
40,126 $2.26 Billion
Q3 2023

Aug 27, 2025
BUY
$50.36 - $54.21 $6,446 - $6,938
128 Added 0.32%
39,906 $2.02 Billion
Q2 2023

Aug 27, 2025
SELL
$47.67 - $52.37 $243,975 - $268,029
-5,118 Reduced 11.4%
39,778 $2.08 Billion
Q1 2023

Aug 27, 2025
SELL
$44.78 - $49.41 $181,627 - $200,406
-4,056 Reduced 8.29%
44,896 $2.17 Billion
Q4 2022

Aug 27, 2025
BUY
$42.25 - $48.16 $175,971 - $200,586
4,165 Added 9.3%
48,952 $2.21 Billion
Q3 2022

Aug 27, 2025
BUY
$42.35 - $51.01 $67,971 - $81,871
1,605 Added 3.72%
44,787 $1.9 Billion
Q2 2022

Aug 27, 2025
SELL
$43.35 - $54.51 $1.08 Million - $1.35 Million
-24,839 Reduced 36.52%
43,182 $1.93 Billion
Q1 2022

Aug 27, 2025
BUY
$49.51 - $57.27 $1.7 Million - $1.96 Million
34,259 Added 101.47%
68,021 $3.66 Billion
Q4 2021

Aug 27, 2025
BUY
$51.9 - $57.29 $440,682 - $486,449
8,491 Added 33.6%
33,762 $3.84 Billion
Q3 2021

Aug 27, 2025
SELL
$51.52 - $54.94 $16,950 - $18,075
-329 Reduced 1.29%
25,271 $2.63 Billion
Q2 2021

Aug 27, 2025
BUY
$48.62 - $52.01 $33,839 - $36,198
696 Added 2.79%
25,600 $2.66 Billion
Q1 2021

Aug 27, 2025
BUY
$44.9 - $48.34 $63,892 - $68,787
1,423 Added 6.06%
24,904 $2.39 Billion
Q4 2020

Aug 27, 2025
BUY
$39.35 - $45.48 $923,977 - $1.07 Million
23,481 New
23,481 $2.14 Billion

Others Institutions Holding SCHX

# of Institutions
1,567
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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