Sentinel Pension Advisors Inc Schwab Intermediate Term Us Tr Transaction History

Sentinel Pension Advisors Inc

$505 Million
Q3 2024

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 192,267 shares of SCHR stock, worth $4.69 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

192,267

Previous 170,074 13.05%

Holding current value

$4.69 Million

Previous $8.29 Million 17.29%

% of portfolio

1.93%

Previous 1.77%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

399

Shares Held

181M

Call Options Held

1.2K

Put Options Held

16.7K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sentinel Pension Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Sentinel Pension Advisors Inc with notifications on news.

Account

Sentinel Pension Advisors Inc Schwab Intermediate Term Us Tr Transaction History