SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

Seneca Financial Advisors LLC's Holding History (CIK: 0002082922)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 732,134 Value ($000) $22,015 Avg Close — Range —
Q3 2025
Shares 696,167 Value ($000) $20,634 Avg Close — Range —
Q2 2025
Shares 596,091 Value ($000) $16,720 Avg Close — Range —
Q1 2025
Shares 461,254 Value ($000) $12,085 Avg Close — Range —
Q4 2024
Shares 452,693 Value ($000) $12,544 Avg Close — Range —
Q3 2024
Shares 152,011 Value ($000) $12,631 Avg Close — Range —
Q2 2024
Shares 149,715 Value ($000) $11,652 Avg Close — Range —
Q1 2024
Shares 150,149 Value ($000) $12,227 Avg Close — Range —
Q4 2023
Shares 152,295 Value ($000) $11,471 Avg Close — Range —
Q3 2023
Shares 153,506 Value ($000) $10,389 Avg Close — Range —
Q2 2023
Shares 153,235 Value ($000) $10,884 Avg Close — Range —
Q1 2023
Shares 161,522 Value ($000) $10,959 Avg Close — Range —
Q4 2022
Shares 166,256 Value ($000) $10,908 Avg Close — Range —
Q3 2022
Shares 225,654 Value ($000) $13,659 Avg Close — Range —
Q2 2022
Shares 227,042 Value ($000) $14,242 Avg Close — Range —
Q1 2022
Shares 211,703 Value ($000) $16,060 Avg Close — Range —
Q4 2021
Shares 201,240 Value ($000) $16,186 Avg Close — Range —
Q3 2021
Shares 201,900 Value ($000) $15,478 Avg Close — Range —
Q2 2021
Shares 204,424 Value ($000) $16,000 Avg Close — Range —
Q1 2021
Shares 207,442 Value ($000) $15,440 Avg Close — Range —
Q4 2020
Shares 208,900 Value ($000) $14,243 Avg Close — Range —