SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q4 2025
Shares 31,699 Value ($000) $772 Avg Close Range
Q3 2025
Shares 41,588 Value ($000) $1,015 Avg Close Range
Q2 2025
Shares 128,301 Value ($000) $3,128 Avg Close Range
Q1 2025
Shares 212,076 Value ($000) $5,162 Avg Close Range
Q4 2024
Shares 213,446 Value ($000) $5,136 Avg Close Range
Q3 2024
Shares 101,959 Value ($000) $4,994 Avg Close Range
Q2 2024
Shares 99,563 Value ($000) $4,792 Avg Close Range
Q1 2024
Shares 128,521 Value ($000) $6,196 Avg Close Range
Q4 2023
Shares 191,778 Value ($000) $9,292 Avg Close Range
Q3 2023
Shares 168,505 Value ($000) $8,070 Avg Close Range
Q2 2023
Shares 141,692 Value ($000) $6,810 Avg Close Range
Q1 2023
Shares 137,856 Value ($000) $6,726 Avg Close Range
Q4 2022
Shares 171,081 Value ($000) $8,253 Avg Close Range
Q3 2022
Shares 83,934 Value ($000) $4,051 Avg Close Range
Q2 2022
Shares 72,917 Value ($000) $3,587 Avg Close Range
Q1 2022
Shares 68,960 Value ($000) $3,416 Avg Close Range
Q4 2021
Shares 85,010 Value ($000) $4,323 Avg Close Range
Q3 2021
Shares 53,879 Value ($000) $2,758 Avg Close Range
Q2 2021
Shares 33,209 Value ($000) $1,701 Avg Close Range
Q1 2021
Shares 29,163 Value ($000) $1,496 Avg Close Range
Q4 2020
Shares 22,142 Value ($000) $1,138 Avg Close Range