Seneca House Advisors Schwab Strategic Tr Us Broad M Transaction History

Seneca House Advisors

  • $230 Million
  • Q1 2025

A detailed history of Seneca House Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Seneca House Advisors holds 16,211 shares of SCHB stock, worth $347,563. This represents 0.15% of its overall portfolio holdings.

Number of Shares
16,211
Previous 18,158 10.72%
Holding current value
$347,563
Previous $412,000 15.78%
% of portfolio
0.15%
Previous 0.17%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$21.23 - $23.75 $41,334 - $46,241
-1,947 Reduced 10.72%
16,211 $347,000
Q4 2024

Jan 17, 2025
BUY
$22.01 - $66.82 $266,937 - $810,392
12,128 Added 201.13%
18,158 $412,000
Q3 2024

Oct 04, 2024
BUY
$59.93 - $66.52 $1,917 - $2,128
32 Added 0.53%
6,030 $401,000
Q2 2024

Jul 12, 2024
SELL
$57.57 - $63.3 $6,850 - $7,532
-119 Reduced 1.95%
5,998 $377,000
Q1 2024

Apr 17, 2024
BUY
$54.61 - $61.05 $6,061 - $6,776
111 Added 1.85%
6,117 $373,000
Q4 2023

Jan 09, 2024
BUY
$47.61 - $55.91 $6,332 - $7,436
133 Added 2.26%
6,006 $334,000
Q3 2023

Oct 13, 2023
BUY
$49.59 - $53.57 $8,529 - $9,214
172 Added 3.02%
5,873 $292,000
Q2 2023

Jul 20, 2023
SELL
$47.08 - $51.7 $470 - $517
-10 Reduced 0.18%
5,701 $294,000
Q1 2023

Apr 11, 2023
BUY
$44.47 - $49.23 $9,071 - $10,042
204 Added 3.7%
5,711 $273,000
Q4 2022

Jan 30, 2023
SELL
$41.94 - $47.81 $30,154 - $34,375
-719 Reduced 11.55%
5,507 $246,000
Q3 2022

Oct 07, 2022
BUY
$41.99 - $50.63 $2,141 - $2,582
51 Added 0.83%
6,226 $261,000
Q2 2022

Aug 03, 2022
BUY
$42.93 - $53.98 $5,237 - $6,585
122 Added 2.02%
6,175 $273,000
Q1 2022

Apr 14, 2022
BUY
$49.15 - $56.85 $150,054 - $173,563
3,053 Added 101.77%
6,053 $323,000
Q4 2021

Feb 02, 2022
SELL
$51.87 - $56.86 $9,492 - $10,405
-183 Reduced 5.75%
3,000 $339,000
Q3 2021

Oct 14, 2021
SELL
$51.32 - $54.83 $21,554 - $23,028
-420 Reduced 11.66%
3,183 $331,000
Q2 2021

Jul 29, 2021
SELL
$48.92 - $52.14 $55,426 - $59,074
-1,133 Reduced 23.92%
3,603 $376,000
Q1 2021

Apr 27, 2021
SELL
$44.89 - $48.81 $66,526 - $72,336
-1,482 Reduced 23.83%
4,736 $458,000
Q4 2020

Jan 19, 2021
SELL
$39.03 - $45.5 $17,719 - $20,657
-454 Reduced 6.8%
6,218 $566,000
Q3 2020

Nov 10, 2020
SELL
$36.93 - $42.52 $2,658 - $3,061
-72 Reduced 1.07%
6,672 $531,000
Q2 2020

Aug 12, 2020
BUY
$28.84 - $38.49 $201 - $269
7 Added 0.1%
6,744 $495,000
Q1 2020

Apr 09, 2020
BUY
$26.18 - $40.44 $15,550 - $24,021
594 Added 9.67%
6,737 $407,000
Q4 2019

Jan 13, 2020
SELL
$34.47 - $38.58 $10,651 - $11,921
-309 Reduced 4.79%
6,143 $472,000
Q3 2019

Oct 15, 2019
BUY
$35.32 - $36.13 $13,527 - $13,837
383 Added 6.31%
6,452 $458,000
Q2 2019

Jul 23, 2019
BUY
N/A
382 Added 6.72%
6,069 $434,000
Q1 2019

Apr 22, 2019
BUY
N/A
690 Added 13.81%
5,687 $387,000
Q4 2018

Jan 14, 2019
BUY
N/A
1,101 Added 28.26%
4,997 $299,000
Q3 2018

Oct 19, 2018
BUY
N/A
217 Added 5.9%
3,896 $274,000
Q2 2018

Jul 23, 2018
BUY
N/A
247 Added 7.2%
3,679 $243,000
Q1 2018

Apr 12, 2018
BUY
N/A
3,432 New
3,432 $219,000

Others Institutions Holding SCHB

# of Institutions
1,267
Shares Held
482M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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