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Disclosery

Seneca House Advisors: SCHW position timeline

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

Seneca House Advisors held 0 SCHW 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 0 shares
    Change vs previous 13F -29,965 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 29,965 shares
    Change vs previous 13F -16,630 shares

    1.12% of the 13F portfolio, value $2,816,132.

    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 46,595 shares
    Change vs previous 13F -9,925 shares

    1.74% of the 13F portfolio, value $4,655,321.

    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 56,520 shares
    Change vs previous 13F -4,051 shares

    2.18% of the 13F portfolio, value $5,395,971.

    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 60,571 shares
    Change vs previous 13F -10,038 shares

    2.35% of the 13F portfolio, value $5,526,498.

    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 70,609 shares
    Change vs previous 13F -182 shares

    2.36% of the 13F portfolio, value $5,527,273.

    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 70,791 shares
    Change vs previous 13F -8,433 shares

    2.08% of the 13F portfolio, value $5,239,242.

    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 79,224 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $5,134,507.

    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).