Sentinel Pension Advisors Inc Schwab Strategic Tr Us Dividen Transaction History

Sentinel Pension Advisors Inc

$552 Million
Q2 2025

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 18,643 shares of SCHD stock, worth $511,004. This represents 0.09% of its overall portfolio holdings.

Number of Shares

18,643

Previous 24,476 23.83%

Holding current value

$511,004

Previous $675,000 26.81%

% of portfolio

0.09%

Previous 0.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$24.32 - $27.87 $141,858 - $162,565	-5,833 Reduced 23.83%	18,643 $494,000
Q1 2025 Apr 14, 2025	SELL	$27.01 - $28.54 $20,554 - $21,718	-761 Reduced 3.02%	24,476 $675,000
Q4 2024 Jan 13, 2025	BUY	$26.93 - $84.95 $458,779 - $1.45 Million	17,036 Added 207.73%	25,237 $689,000
Q3 2024 Oct 15, 2024	SELL	$77.02 - $85.06 $165,207 - $182,453	-2,145 Reduced 20.73%	8,201 $693,000
Q2 2024 Jul 12, 2024	SELL	$75.81 - $80.15 $3.09 Million - $3.27 Million	-40,739 Reduced 79.75%	10,346 $804,000
Q1 2024 May 13, 2024	BUY	$75.25 - $80.63 $1.07 Million - $1.14 Million	14,195 Added 38.48%	51,085 $4.12 Million
Q4 2023 Feb 14, 2024	BUY	$66.9 - $76.32 $253,818 - $289,558	3,794 Added 11.46%	36,890 $2.81 Million
Q3 2023 Oct 23, 2023	BUY	$70.63 - $75.66 $101,565 - $108,799	1,438 Added 4.54%	33,096 $2.34 Million
Q2 2023 Jul 18, 2023	BUY	$69.18 - $73.94 $220,061 - $235,203	3,181 Added 11.17%	31,658 $2.3 Million
Q1 2023 Apr 27, 2023	BUY	$70.28 - $78.03 $2 Million - $2.22 Million	28,477 New	28,477 $2.08 Million
Q2 2021 Jul 12, 2021	SELL	$73.32 - $77.65 $585,386 - $619,957	-7,984 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$63.23 - $73.67 $504,828 - $588,181	7,984 New	7,984 $446,000
Q4 2020 Jan 29, 2021	SELL	$54.8 - $65.16 $275,479 - $327,559	-5,027 Closed	0 $0
Q1 2020 Apr 30, 2020	BUY	$39.5 - $59.28 $198,566 - $298,000	5,027 New	5,027 $226,000

Others Institutions Holding SCHD

# of Institutions

2,013

Shares Held

891M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Sentinel Pension Advisors Inc Schwab Strategic Tr Us Dividen Transaction History