Seneca House Advisors Schwab Strategic Tr Intl Eqty Transaction History

Seneca House Advisors

$230 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 09, 2020	SELL	$22.3 - $34.12 $153,312 - $234,574	-6,875 Closed	0 $0
Q4 2019 Jan 13, 2020	SELL	$30.95 - $33.72 $33,116 - $36,080	-1,070 Reduced 13.47%	6,875 $231,000
Q3 2019 Oct 15, 2019	SELL	$31.56 - $32.18 $45,225 - $46,113	-1,433 Reduced 15.28%	7,945 $253,000
Q2 2019 Jul 23, 2019	SELL	N/A	-2,503 Reduced 21.07%	9,378 $300,000
Q1 2019 Apr 22, 2019	SELL	N/A	-3,029 Reduced 20.32%	11,881 $372,000
Q4 2018 Jan 14, 2019	SELL	N/A	-1,184 Reduced 7.36%	14,910 $423,000
Q3 2018 Oct 19, 2018	SELL	N/A	-348 Reduced 2.12%	16,094 $540,000
Q2 2018 Jul 23, 2018	BUY	N/A	2,050 Added 14.24%	16,442 $543,000
Q1 2018 Apr 12, 2018	BUY	N/A	5,295 Added 58.21%	14,392 $485,000
Q4 2017 Feb 20, 2018	BUY	N/A	9,097	9,097 $310,000

Others Institutions Holding SCHF

# of Institutions

1,274

Shares Held

776M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$2.85 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.52 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.49 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.31 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$932 Million
6.47% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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