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Schwab Strategic Tr us dividend eq shares owned by Sentinel Pension Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Sentinel Pension Advisors from 13F filings

Historical chart of Sentinel Pension Advisors investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 us dividend eq by Sentinel Pension Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $693k 8.2k 84.53
2024-06-30 $805k 10k 77.76
2024-03-31 $4.1M 51k 80.63
2023-12-31 $2.8M 37k 76.13
2023-09-30 $2.3M 33k 70.76
2023-06-30 $2.3M 32k 72.62
2023-03-31 $2.1M 29k 73.02
2021-03-31 $446k 8.0k 55.86
2020-09-30 $278k 5.0k 55.30
2020-06-30 $260k 5.0k 51.72
2020-03-31 $226k 5.0k 44.96