Sentinel Pension Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $406K | Sell |
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|
2025
Q2 | $376K | Buy |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $388K | Buy |
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|
2024
Q3 | $386K | Sell |
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|
2024
Q2 | $502K | Sell |
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|
2024
Q1 | $527K | Buy |
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|
2023
Q4 | $505K | Buy |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | $338K | Buy |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $293K | Sell |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $350K | Sell |
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|
2021
Q3 | $371K | Buy |
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|
2021
Q2 | $366K | Sell |
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|
2021
Q1 | $14M | Buy |
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|
2020
Q4 | $1.33M | Buy |
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|
2020
Q3 | $980K | Buy |
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|
2020
Q2 | $849K | Sell |
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|
2020
Q1 | $818K | Sell |
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|
2019
Q4 | $1.24M | Buy |
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