Seneca House Advisors Schwab Strategic Tr Us Large C Transaction History

Seneca House Advisors

  • $226 Million
  • Q1 2024

A detailed history of Seneca House Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Seneca House Advisors holds 15,094 shares of SCHX stock, worth $969,789. This represents 0.41% of its overall portfolio holdings.

Number of Shares
15,094
Previous 247,074 93.89%
Holding current value
$969,789
Previous $13.9 Million 93.28%
% of portfolio
0.41%
Previous 6.5%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$55.41 - $62.08 $12.9 Million - $14.4 Million
-231,980 Reduced 93.89%
15,094 $936,000
Q4 2023

Jan 09, 2024
BUY
$48.47 - $56.6 $1.02 Million - $1.19 Million
21,036 Added 9.31%
247,074 $13.9 Million
Q3 2023

Oct 13, 2023
BUY
$50.36 - $54.21 $11.4 Million - $12.3 Million
226,038 New
226,038 $11.4 Million
Q4 2021

Feb 02, 2022
SELL
N/A
-2,446 Closed
0 $0
Q3 2021

Oct 14, 2021
SELL
N/A
-1,498 Reduced 37.98%
2,446 $254,000
Q2 2021

Jul 29, 2021
SELL
N/A
-935 Reduced 19.16%
3,944 $410,000
Q1 2021

Apr 27, 2021
SELL
N/A
-2,685 Reduced 35.5%
4,879 $469,000
Q4 2020

Jan 19, 2021
SELL
N/A
-2,520 Reduced 24.99%
7,564 $688,000
Q3 2020

Nov 10, 2020
SELL
N/A
-686 Reduced 6.37%
10,084 $813,000
Q2 2020

Aug 12, 2020
SELL
N/A
-1,730 Reduced 13.84%
10,770 $798,000
Q1 2020

Apr 09, 2020
SELL
N/A
-2,785 Reduced 18.22%
12,500 $766,000
Q4 2019

Jan 13, 2020
SELL
N/A
-3,632 Reduced 19.2%
15,285 $1.17 Million
Q3 2019

Oct 15, 2019
BUY
N/A
2,805 Added 17.41%
18,917 $1.34 Million
Q2 2019

Jul 23, 2019
BUY
N/A
3,084 Added 23.67%
16,112 $1.15 Million
Q1 2019

Apr 22, 2019
BUY
N/A
4,273 Added 48.81%
13,028 $881,000
Q4 2018

Jan 14, 2019
BUY
N/A
2,260 Added 34.8%
8,755 $523,000
Q3 2018

Oct 19, 2018
BUY
N/A
1,521 Added 30.58%
6,495 $452,000
Q2 2018

Jul 23, 2018
BUY
N/A
1,136 Added 29.6%
4,974 $323,000
Q1 2018

Apr 12, 2018
BUY
N/A
3,838 New
3,838 $242,000

Others Institutions Holding SCHX

# of Institutions
1,257
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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