Seneca Financial Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Seneca Financial Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,692	Closed	-$244K	–	56
2023 Q1	$244K	Sell	9,692 -908	-9%	-$22.6K	0.16%	50
2022 Q4	$261K	Sell	10,600 -16,824	-61%	-$414K	0.17%	42
2022 Q3	$674K	Sell	27,424 -78,540	-74%	-$2.01M	0.48%	29
2022 Q2	$2.73M	Sell	105,964 -339,356	-76%	-$8.77M	1.84%	14
2022 Q1	$11.9M	Sell	445,320 -21,078	-5%	-$576K	7.2%	4
2021 Q4	$13.1M	Buy	466,398 +3,536	+0.8%	+$99.5K	7.75%	4
2021 Q3	$13.1M	Buy	462,862 +20,522	+5%	+$587K	8.69%	4
2021 Q2	$12.6M	Buy	442,340 +23,202	+6%	+$659K	8.23%	4
2021 Q1	$11.8M	Buy	419,138 +65,782	+19%	+$1.89M	8.32%	4
2020 Q4	$10.3M	Buy	+353,356	New	+$10.3M	7.81%	4

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Seneca Financial Advisors's SCHR Position: Q2 2023 in Review

Seneca Financial Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2023, closing a stake of 9,692 shares — an estimated $244K sold.

Seneca Financial Advisors first reported a position in SCHR in Q4 2020 and held it in 10 quarters. The position peaked at $13.1M in Q3 2021. 363 funds tracked by Wall St. Rank hold SCHR as of Q2 2023.

Seneca Financial Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2023 after selling out during the quarter.
Seneca Financial Advisors sold 9,692 Schwab Intermediately-Term US Treasury ETF shares in Q2 2023, an estimated $244K.
Seneca Financial Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and held it in 10 quarters.
Seneca Financial Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $13.1M in Q3 2021.
363 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2023.

Based on Seneca Financial Advisors's 13F filing for Q2 2023, filed 27 Aug 2025.