Sentinel Pension Advisors Inc Schwab Intermediate Term Us Tr Transaction History
Sentinel Pension Advisors Inc
- $526 Million
- Q1 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 410,926 shares of SCHR stock, worth $10.2 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
410,926
Previous 395,800
3.82%
Holding current value
$10.2 Million
Previous $9.61 Million
6.05%
% of portfolio
1.94%
Previous 1.84%
Shares
8 transactions
Others Institutions Holding SCHR
# of Institutions
447Shares Held
358MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.39 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$395 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$314 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$210 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$193 Million0.2% of portfolio