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Seneca Financial Advisors LLC → SCHW-PJ
Seneca Financial Advisors LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
42
Latest value
$1.4M
Q3 2026
Peak value
$40.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.3M |
| Q4 2025 | $27.4M |
| Q4 2025 | $19.3M |
| Q4 2025 | $22M |
| Q4 2025 | $13.5M |
| Q4 2025 | $9.8M |
| Q4 2025 | $15M |
| Q4 2025 | $1.4M |
| Q4 2025 | $772K |
| Q4 2025 | $21.8M |
| Q4 2025 | $1.3M |
| Q1 2026 | $3.1M |
| Q1 2026 | $28.7M |
| Q1 2026 | $19.5M |
| Q1 2026 | $23.6M |
| Q1 2026 | $18.4M |
| Q1 2026 | $9.5M |
| Q1 2026 | $14.2M |
| Q1 2026 | $1.4M |
| Q1 2026 | $707K |
| Q1 2026 | $24.6M |
| Q1 2026 | $1.4M |
| Q2 2026 | $3.6M |
| Q2 2026 | $37.4M |
| Q2 2026 | $21.7M |
| Q2 2026 | $28.3M |
| Q2 2026 | $25.7M |
| Q2 2026 | $10.3M |
| Q2 2026 | $13.6M |
| Q2 2026 | $1.4M |
| Q2 2026 | $26.5M |
| Q2 2026 | $1.4M |
| Q3 2026 | $3.6M |
| Q3 2026 | $40.8M |
| Q3 2026 | $21.4M |
| Q3 2026 | $25.6M |
| Q3 2026 | $23M |
| Q3 2026 | $10M |
| Q3 2026 | $13.7M |
| Q3 2026 | $2.9M |
| Q3 2026 | $23M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 28.5K | — | — |
| Q3 2026 | $23M | 914.3K | — | — |
| Q3 2026 | $2.9M | 132.9K | — | — |
| Q3 2026 | $13.7M | 500.1K | — | — |
| Q3 2026 | $10M | 275.5K | — | — |
| Q3 2026 | $23M | 705.8K | — | — |
| Q3 2026 | $25.6M | 752.8K | — | — |
| Q3 2026 | $21.4M | 643.1K | — | — |
| Q3 2026 | $40.8M | 1.14M | — | — |
| Q3 2026 | $3.6M | 120.9K | — | — |
| Q2 2026 | $1.4M | 28.5K | — | — |
| Q2 2026 | $26.5M | 998.8K | — | — |
| Q2 2026 | $1.4M | 62.2K | — | — |
| Q2 2026 | $13.6M | 492.4K | — | — |
| Q2 2026 | $10.3M | 285.4K | — | — |
| Q2 2026 | $25.7M | 712.4K | — | — |
| Q2 2026 | $28.3M | 767.8K | — | — |
| Q2 2026 | $21.7M | 624.1K | — | — |
| Q2 2026 | $37.4M | 1.11M | — | — |
| Q2 2026 | $3.6M | 120.9K | — | — |
| Q1 2026 | $1.4M | 29.2K | — | — |
| Q1 2026 | $24.6M | 925.9K | — | — |
| Q1 2026 | $707K | 29.1K | — | — |
| Q1 2026 | $1.4M | 60.1K | — | — |
| Q1 2026 | $14.2M | 572.8K | — | — |
| Q1 2026 | $9.5M | 287.7K | — | — |
| Q1 2026 | $18.4M | 632.9K | — | — |
| Q1 2026 | $23.6M | 761.0K | — | — |
| Q1 2026 | $19.5M | 638.7K | — | — |
| Q1 2026 | $28.7M | 986.8K | — | — |
| Q1 2026 | $3.1M | 121.3K | — | — |
| Q4 2025 | $1.3M | 29.2K | — | — |
| Q4 2025 | $21.8M | 823.0K | — | — |
| Q4 2025 | $772K | 31.7K | — | — |
| Q4 2025 | $1.4M | 59.5K | — | — |
| Q4 2025 | $15M | 624.5K | — | — |
| Q4 2025 | $9.8M | 298.1K | — | — |
| Q4 2025 | $13.5M | 475.2K | — | — |
| Q4 2025 | $22M | 732.1K | — | — |
| Q4 2025 | $19.3M | 652.9K | — | — |
| Q4 2025 | $27.4M | 840.0K | — | — |
| Q4 2025 | $3.3M | 120.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B