Seneca Financial Advisors LLC Schwab Short Term Us Treasury Transaction History

Seneca Financial Advisors LLC

  • $306 Billion
  • Q3 2025

A detailed history of Seneca Financial Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Seneca Financial Advisors LLC holds 41,588 shares of SCHO stock, worth $1.01 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
41,588
Previous 128,301 67.59%
Holding current value
$1.01 Million
Previous $3.13 Billion 67.56%
% of portfolio
0.33%
Previous 1.21%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$24.23 - $24.42 $2.1 Million - $2.12 Million
-86,713 Reduced 67.59%
41,588 $1.01 Billion
Q2 2025

Aug 27, 2025
SELL
$24.19 - $24.45 $2.03 Million - $2.05 Million
-83,775 Reduced 39.5%
128,301 $3.13 Billion
Q1 2025

Aug 27, 2025
SELL
$24.1 - $24.34 $33,017 - $33,345
-1,370 Reduced 0.64%
212,076 $5.16 Billion
Q4 2024

Aug 27, 2025
BUY
$24.06 - $48.88 $2.68 Million - $5.45 Million
111,487 Added 109.34%
213,446 $5.14 Billion
Q3 2024

Aug 27, 2025
BUY
$47.93 - $49.06 $114,840 - $117,547
2,396 Added 2.41%
101,959 $4.99 Billion
Q2 2024

Aug 27, 2025
SELL
$47.75 - $48.13 $1.38 Million - $1.39 Million
-28,958 Reduced 22.53%
99,563 $4.79 Billion
Q1 2024

Aug 27, 2025
SELL
$48.05 - $48.63 $3.04 Million - $3.08 Million
-63,257 Reduced 32.98%
128,521 $6.2 Billion
Q4 2023

Aug 27, 2025
BUY
$47.66 - $48.45 $1.11 Million - $1.13 Million
23,273 Added 13.81%
191,778 $9.29 Billion
Q3 2023

Aug 27, 2025
BUY
$47.78 - $48.2 $1.28 Million - $1.29 Million
26,813 Added 18.92%
168,505 $8.07 Billion
Q2 2023

Aug 27, 2025
BUY
$48.06 - $48.89 $184,358 - $187,542
3,836 Added 2.78%
141,692 $6.81 Billion
Q1 2023

Aug 27, 2025
SELL
$47.8 - $49.0 $1.59 Million - $1.63 Million
-33,225 Reduced 19.42%
137,856 $6.73 Billion
Q4 2022

Aug 27, 2025
BUY
$47.89 - $48.47 $4.17 Million - $4.22 Million
87,147 Added 103.83%
171,081 $8.25 Billion
Q3 2022

Aug 27, 2025
BUY
$48.15 - $49.37 $530,468 - $543,909
11,017 Added 15.11%
83,934 $4.05 Billion
Q2 2022

Aug 27, 2025
BUY
$48.73 - $49.59 $192,824 - $196,227
3,957 Added 5.74%
72,917 $3.59 Billion
Q1 2022

Aug 27, 2025
SELL
$49.47 - $50.82 $793,993 - $815,661
-16,050 Reduced 18.88%
68,960 $3.42 Billion
Q4 2021

Aug 27, 2025
BUY
$50.83 - $51.21 $1.58 Million - $1.59 Million
31,131 Added 57.78%
85,010 $4.32 Billion
Q3 2021

Aug 27, 2025
BUY
$51.18 - $51.3 $1.06 Million - $1.06 Million
20,670 Added 62.24%
53,879 $2.76 Billion
Q2 2021

Aug 27, 2025
BUY
$51.19 - $51.33 $207,114 - $207,681
4,046 Added 13.87%
33,209 $1.7 Billion
Q1 2021

Aug 27, 2025
BUY
$51.27 - $51.41 $359,966 - $360,949
7,021 Added 31.71%
29,163 $1.5 Billion
Q4 2020

Aug 27, 2025
BUY
$51.37 - $51.48 $1.14 Million - $1.14 Million
22,142 New
22,142 $1.14 Billion

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Seneca Financial Advisors LLC Portfolio

Follow Seneca Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seneca Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seneca Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email