Sentinel Pension Advisors Inc Schwab Strategic Tr Us Broad M Transaction History
Sentinel Pension Advisors Inc
- $552 Million
- Q2 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 11,276 shares of SCHB stock, worth $274,908. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,276
Previous 10,104
11.6%
Holding current value
$274,908
Previous $216,000
24.07%
% of portfolio
0.05%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding SCHB
# of Institutions
1,339Shares Held
495MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.37 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$421 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$321 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$290 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$214 Million12.78% of portfolio