Sentinel Pension Advisors Inc Schwab Intermediate Term Us Tr Transaction History

Sentinel Pension Advisors Inc

$552 Million
Q2 2025

A detailed history of Sentinel Pension Advisors Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Sentinel Pension Advisors Inc holds 449,535 shares of SCHR stock, worth $11.3 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

449,535

Previous 410,926 9.4%

Holding current value

$11.3 Million

Previous $10.2 Million 10.36%

% of portfolio

2.04%

Previous 1.94%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$24.54 - $25.07 $947,464 - $967,927	38,609 Added 9.4%	449,535 $11.3 Million
Q1 2025 Apr 14, 2025	BUY	$24.05 - $24.86 $363,780 - $376,032	15,126 Added 3.82%	410,926 $10.2 Million
Q4 2024 Jan 13, 2025	BUY	$24.19 - $50.58 $4.92 Million - $10.3 Million	203,533 Added 105.86%	395,800 $9.61 Million
Q3 2024 Oct 15, 2024	BUY	$48.4 - $50.91 $1.07 Million - $1.13 Million	22,193 Added 13.05%	192,267 $9.73 Million
Q2 2024 Jul 12, 2024	BUY	$47.85 - $49.0 $1.31 Million - $1.34 Million	27,361 Added 19.17%	170,074 $8.29 Million
Q1 2024 May 13, 2024	BUY	$48.64 - $49.88 $4.81 Million - $4.93 Million	98,889 Added 225.65%	142,713 $7 Million
Q4 2023 Feb 14, 2024	BUY	$47.09 - $49.87 $81,041 - $85,826	1,721 Added 4.09%	43,824 $2.18 Million
Q3 2023 Oct 23, 2023	BUY	$47.78 - $49.59 $243,534 - $252,760	5,097 Added 13.77%	42,103 $2.02 Million
Q2 2023 Jul 18, 2023	BUY	$49.25 - $50.96 $1.82 Million - $1.89 Million	37,006 New	37,006 $1.82 Million

Others Institutions Holding SCHR

# of Institutions

498

Shares Held

371M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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Sentinel Pension Advisors Inc Schwab Intermediate Term Us Tr Transaction History