Sentinel Pension Advisors Inc Schwab Strategic U.S. Mid Cap Transaction History
Sentinel Pension Advisors Inc
- $523 Million
- Q4 2024
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 95,028 shares of SCHM stock, worth $2.65 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
95,028
Previous 36,725
158.76%
Holding current value
$2.65 Million
Previous $3.05 Million
13.7%
% of portfolio
0.5%
Previous 0.6%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
1,012Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$798 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$281 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio