Schwab U S Small Cap ETF shares owned by Sentinel Pension Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sentinel Pension Advisors
from 13F filings
Historical chart of Sentinel Pension Advisors investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Sentinel Pension Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Sentinel Pension Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $406k | 15k | 27.90 |
| 2025-06-30 | $376k | 15k | 25.30 |
| 2025-03-31 | $340k | 15k | 23.43 |
| 2024-12-31 | $388k | 15k | 25.86 |
| 2024-09-30 | $387k | 7.5k | 51.50 |
| 2024-06-30 | $502k | 11k | 47.45 |
| 2024-03-31 | $527k | 11k | 49.24 |
| 2023-12-31 | $505k | 11k | 47.24 |
| 2023-09-30 | $404k | 9.8k | 41.42 |
| 2023-06-30 | $381k | 8.7k | 43.80 |
| 2023-03-31 | $338k | 8.3k | 40.77 |
| 2022-12-31 | $313k | 7.7k | 40.51 |
| 2022-09-30 | $293k | 7.8k | 37.79 |
| 2022-06-30 | $302k | 7.8k | 38.94 |
| 2022-03-31 | $343k | 7.2k | 47.34 |
| 2021-12-31 | $350k | 3.4k | 102.43 |
| 2021-09-30 | $371k | 3.7k | 100.05 |
| 2021-06-30 | $366k | 3.5k | 104.10 |
| 2021-03-31 | $14M | 306k | 45.70 |
| 2020-12-31 | $1.3M | 15k | 89.00 |
| 2020-09-30 | $980k | 14k | 68.33 |
| 2020-06-30 | $849k | 13k | 65.32 |
| 2020-03-31 | $818k | 16k | 51.53 |
| 2019-12-31 | $1.2M | 16k | 75.64 |