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Schwab Strategic Tr intrm trm shares owned by Sentinel Pension Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Sentinel Pension Advisors from 13F filings

Historical chart of Sentinel Pension Advisors investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by Sentinel Pension Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Sentinel Pension Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 44k 49.72
2023-09-30 $2.0M 42k 47.94
2023-06-30 $1.8M 37k 49.28

More positions owned by Sentinel Pension Advisors

Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Sprott Physical Gold Tr Unit (PHYS)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Sentinel Pension Advisors

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Creative Planning
Crane Advisory
Pacific Sage Partners
Wealth Enhancement Advisory Services
Intelligence Driven Advisers
Hilton Capital Management
Cornerstone Wealth Advisors
Allspring Global Investments Holdings
Northwest Capital Management
Moisand Fitzgerald Tamayo

View all funds holding Schwab Strategic Tr intrm trm