Seneca House Advisors Schwab Us Aggregate Bond ETF Transaction History

Seneca House Advisors

$244 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 23, 2018	SELL	N/A	-11,545 Closed	0 $0
Q1 2018 Apr 12, 2018	SELL	N/A	-7,597 Reduced 39.69%	11,545 $589,000
Q4 2017 Feb 20, 2018	BUY	N/A	19,142	19,142 $996,000

Others Institutions Holding SCHZ

# of Institutions

683

Shares Held

165M

Call Options Held

200

Put Options Held

1.5K

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$271 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.63M
Shares

$200 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

6.51M
Shares

$151 Million
5.36% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$145 Million
18.24% of portfolio
Charles Schwab Trust CO

5.9M
Shares

$137 Million
11.76% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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