Sentinel Pension Advisors Inc Schwab Strategic Tr Us Dividen Transaction History

Sentinel Pension Advisors Inc

  • $505 Million
  • Q3 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 8,201 shares of SCHD stock, worth $228,069. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,201
Previous 10,346 20.73%
Holding current value
$228,069
Previous $804,000 13.81%
% of portfolio
0.14%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,759
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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