Sentinel Pension Advisors Inc Schwab Strategic U.S. Mid Cap Transaction History
Sentinel Pension Advisors Inc
- $552 Million
- Q2 2025
A detailed history of Sentinel Pension Advisors Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sentinel Pension Advisors Inc holds 86,135 shares of SCHM stock, worth $2.45 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
86,135
Previous 93,200
7.58%
Holding current value
$2.45 Million
Previous $2.44 Million
0.94%
% of portfolio
0.44%
Previous 0.46%
Shares
23 transactions
Others Institutions Holding SCHM
# of Institutions
1,023Shares Held
284MCall Options Held
45.7KPut Options Held
5.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.67 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$823 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$286 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$252 Million3.25% of portfolio
-
Advisory Alpha, LLC8.37MShares$238 Million7.39% of portfolio