Sentinel Pension Advisors Inc Schwab Strategic Tr Us Broad M Transaction History
Sentinel Pension Advisors Inc
- $523 Million
- Q4 2024
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 $238,757. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,104
Previous 3,368
200.0%
Holding current value
$238,757
Previous $224,000
2.23%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,259Shares Held
444MCall Options Held
365KPut Options Held
32.6K-
Brooklyn Fi, LLC New York, NY23.2MShares$547 Million2.87% of portfolio
-
Betterment LLC New York, NY17.8MShares$420 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$271 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$241 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$220 Million13.85% of portfolio