Seneca House Advisors Schwab Strategic Tr Us Emergin Transaction History

Seneca House Advisors

$230 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 09, 2020	SELL	$18.68 - $28.22 $3.14 Million - $4.75 Million	-168,233 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$24.83 - $27.51 $85,713 - $94,964	3,452 Added 2.09%	168,233 $4.61 Million
Q3 2019 Oct 15, 2019	SELL	$25.08 - $25.94 $255,314 - $264,069	-10,180 Reduced 5.82%	164,781 $4.14 Million
Q2 2019 Jul 23, 2019	SELL	N/A	-6,400 Reduced 3.53%	174,961 $4.62 Million
Q1 2019 Apr 22, 2019	BUY	N/A	5,501 Added 3.13%	181,361 $4.72 Million
Q4 2018 Jan 14, 2019	SELL	N/A	-427 Reduced 0.24%	175,860 $4.14 Million
Q3 2018 Oct 19, 2018	BUY	N/A	903 Added 0.51%	176,287 $4.53 Million
Q2 2018 Jul 23, 2018	BUY	N/A	13,381 Added 8.26%	175,384 $4.54 Million
Q1 2018 Apr 12, 2018	BUY	N/A	30,875 Added 23.55%	162,003 $4.65 Million
Q4 2017 Feb 20, 2018	BUY	N/A	131,128	131,128 $3.66 Million

Others Institutions Holding SCHE

# of Institutions

778

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$589 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$533 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$217 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$106 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$78.9 Million
4.21% of portfolio

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