Sentinel Pension Advisors Inc Schwab Strategic Tr Us Broad M Transaction History
Sentinel Pension Advisors Inc
- $526 Million
- Q1 2025
A detailed history of Sentinel Pension Advisors Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sentinel Pension Advisors Inc holds 10,104 shares of SCHB stock, worth $225,622. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,104
Previous 10,104
-0.0%
Holding current value
$225,622
Previous $229,000
5.68%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,290Shares Held
487MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.3 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$385 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$267 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$266 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$201 Million13.03% of portfolio