Sentinel Pension Advisors Inc Schwab Strategic Tr Us Dividen Transaction History
Sentinel Pension Advisors Inc
- $470 Million
- Q2 2024
A detailed history of Sentinel Pension Advisors Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sentinel Pension Advisors Inc holds 10,346 shares of SCHD stock, worth $871,753. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,346
Previous 51,085
79.75%
Holding current value
$871,753
Previous $4.12 Million
80.48%
% of portfolio
0.17%
Previous 0.89%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio