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Schwab Strategic Tr cmn shares owned by Sentinel Pension Advisors

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

Historical chart of Sentinel Pension Advisors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 cmn by Sentinel Pension Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $443k 15k 29.11
2025-06-30 $337k 12k 27.67
2025-03-31 $265k 10k 26.58
2024-12-31 $238k 9.1k 26.07

More positions owned by Sentinel Pension Advisors

Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Spdr Series Trust Portfli Intrmdit (SPTI)
World Gold Tr Spdr Gld Minis (GLDM)
Fidelity Covington Trust Enhanced Large (FELG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Alps Etf Tr Smith Core Plus (SMTH)
Pimco Etf Tr Multisector Bd (PYLD)
Vaneck Etf Trust Clo Etf (CLOI)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)

View all positions for Sentinel Pension Advisors

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Gemmer Asset Management
Betterment
LPL Financial
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn