Sentinel Pension Advisors Inc Schwab Strategic Tr Us Large C Transaction History
Sentinel Pension Advisors Inc
- $526 Million
- Q1 2025
A detailed history of Sentinel Pension Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sentinel Pension Advisors Inc holds 9,979 shares of SCHV stock, worth $257,358. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,979
Previous 9,146
9.11%
Holding current value
$257,358
Previous $238,000
10.08%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
905Shares Held
331MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.43 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$851 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$425 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$261 Million0.66% of portfolio