Schwab U S Broad Market ETF shares owned by Sentinel Pension Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sentinel Pension Advisors
from 13F filings
Historical chart of Sentinel Pension Advisors investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market 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 Broad Market ETF by Sentinel Pension Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $290k | 11k | 25.71 |
| 2025-06-30 | $269k | 11k | 23.83 |
| 2025-03-31 | $218k | 10k | 21.53 |
| 2024-12-31 | $229k | 10k | 22.70 |
| 2024-09-30 | $224k | 3.4k | 66.52 |
| 2024-06-30 | $212k | 3.4k | 62.87 |
| 2024-03-31 | $206k | 3.4k | 61.05 |
| 2021-06-30 | $204k | 2.0k | 104.13 |
| 2020-12-31 | $220k | 2.4k | 91.14 |