Schwab Strategic Tr us aggregate b shares owned by Seneca Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Seneca Financial Advisors
from 13F filings
Historical chart of Seneca Financial Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Seneca Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 60k | 23.47 |
| 2025-06-30 | $1.4M | 60k | 23.24 |
| 2025-03-31 | $1.4M | 60k | 23.16 |
| 2024-12-31 | $1.3M | 55k | 22.70 |
| 2024-09-30 | $1.1M | 24k | 47.52 |
| 2024-06-30 | $1.1M | 24k | 45.58 |
| 2024-03-31 | $2.9M | 63k | 46.00 |
| 2023-12-31 | $3.5M | 74k | 46.62 |
| 2023-09-30 | $1.1M | 25k | 44.23 |
| 2023-06-30 | $1.2M | 25k | 46.16 |
| 2023-03-31 | $2.8M | 60k | 46.91 |
| 2022-12-31 | $5.1M | 113k | 45.65 |
| 2022-09-30 | $724k | 16k | 45.31 |
| 2022-06-30 | $905k | 19k | 47.87 |
| 2021-12-31 | $819k | 15k | 53.90 |
Top funds holding Schwab Strategic Tr us aggregate b
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