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Disclosery

Seneca House Advisors: SCHD position timeline

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

Seneca House Advisors held 17,200 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,200 shares
    Change vs previous 13F -1,558 shares

    0.19% of the 13F portfolio, value $545,415.

    13F-HR 0001731359-26-000003 filed by Seneca House Advisors
    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 18,758 shares
    Change vs previous 13F +13 shares

    0.23% of the 13F portfolio, value $575,499.

    13F-HR 0001731359-26-000002 filed by Seneca House Advisors
    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 18,745 shares
    Change vs previous 13F -479 shares

    0.19% of the 13F portfolio, value $514,163.

    13F-HR 0001731359-26-000001 filed by Seneca House Advisors
    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 19,224 shares
    Change vs previous 13F +39 shares

    0.21% of the 13F portfolio, value $524,818.

    13F-HR 0001085146-25-005905 filed by Seneca House Advisors
    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 19,185 shares
    Change vs previous 13F +909 shares

    0.22% of the 13F portfolio, value $508,403.

    13F-HR 0001085146-25-003609 filed by Seneca House Advisors
    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 18,276 shares
    Change vs previous 13F -522 shares

    0.22% of the 13F portfolio, value $510,991.

    13F-HR 0001085146-25-002062 filed by Seneca House Advisors
    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 18,798 shares
    Change vs previous 13F +12,580 shares

    0.2% of the 13F portfolio, value $513,568.

    13F-HR 0001085146-25-000312 filed by Seneca House Advisors
    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 6,218 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $525,628.

    13F-HR 0001085146-24-004633 filed by Seneca House Advisors
    Filed (acceptance time not in the bulk data set), ingested

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