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Disclosery

Seneca Financial Advisors LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Seneca Financial Advisors LLC on SCHG, newest first. How the timeline and the estimate are built.

Seneca Financial Advisors LLC held 1,105,650 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,105,650 shares
    Change vs previous 13F +118,820 shares

    9.72% of the 13F portfolio, value $37,415,205.

    13F-HR 0001214659-26-009055 filed by Seneca Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 986,830 shares
    Change vs previous 13F +146,864 shares

    8.42% of the 13F portfolio, value $28,746,372.

    13F-HR 0001214659-26-004973 filed by Seneca Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 839,966 shares
    Change vs previous 13F +24,175 shares

    8.34% of the 13F portfolio, value $27,399,705.

    13F-HR 0001214659-26-000837 filed by Seneca Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 815,791 shares
    Change vs previous 13F +18,671 shares

    8.5% of the 13F portfolio, value $26,031,877.

    13F-HR 0001214659-25-015221 filed by Seneca Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 797,120 shares
    Change vs previous 13F +51,693 shares

    8.97% of the 13F portfolio, value $23,283,863.

    13F-HR 0001214659-25-012852 filed by Seneca Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 745,427 shares
    Change vs previous 13F +31,609 shares

    9.05% of the 13F portfolio, value $18,665,498.

    13F-HR 0001214659-25-012851 filed by Seneca Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 713,818 shares
    Change vs previous 13F +528,710 shares

    9.88% of the 13F portfolio, value $19,894,104.

    13F-HR 0001214659-25-012850 filed by Seneca Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 185,108 shares
    Change vs previous 13F not available

    9.38% of the 13F portfolio, value $19,284,579.

    13F-HR 0001214659-25-012849 filed by Seneca Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).