SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 59,469 Value ($000) $1,390 Avg Close — Range —
Q3 2025
Shares 59,600 Value ($000) $1,399 Avg Close — Range —
Q2 2025
Shares 59,469 Value ($000) $1,382 Avg Close — Range —
Q1 2025
Shares 59,750 Value ($000) $1,384 Avg Close — Range —
Q4 2024
Shares 55,378 Value ($000) $1,257 Avg Close — Range —
Q3 2024
Shares 23,627 Value ($000) $1,123 Avg Close — Range —
Q2 2024
Shares 24,025 Value ($000) $1,095 Avg Close — Range —
Q1 2024
Shares 62,546 Value ($000) $2,877 Avg Close — Range —
Q4 2023
Shares 74,344 Value ($000) $3,466 Avg Close — Range —
Q3 2023
Shares 24,999 Value ($000) $1,106 Avg Close — Range —
Q2 2023
Shares 24,961 Value ($000) $1,152 Avg Close — Range —
Q1 2023
Shares 60,175 Value ($000) $2,823 Avg Close — Range —
Q4 2022
Shares 112,748 Value ($000) $5,147 Avg Close — Range —
Q3 2022
Shares 15,985 Value ($000) $724 Avg Close — Range —
Q2 2022
Shares 18,907 Value ($000) $905 Avg Close — Range —
Q4 2021
Shares 15,202 Value ($000) $819 Avg Close — Range —