Sentinel Pension Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sentinel Pension Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$482K	Buy	14,170 +25	+0.2%	+$826	0.06%	93
2026 Q1	$411K	Buy	14,145 +2,423	+21%	+$72.6K	0.06%	93
2025 Q4	$334K	Sell	11,722 -2,825	-19%	-$79.8K	0.05%	106
2025 Q3	$406K	Sell	14,547 -303	-2%	-$8.1K	0.06%	91
2025 Q2	$376K	Buy	14,850 +328	+2%	+$7.75K	0.06%	92
2025 Q1	$340K	Sell	14,522 -493	-3%	-$12.6K	0.06%	91
2024 Q4	$388K	Buy	15,015 +7	+0%	+$186	0.07%	83
2024 Q3	$386K	Sell	15,008 -6,152	-29%	-$153K	0.07%	85
2024 Q2	$502K	Sell	21,160 -238	-1%	-$5.64K	0.1%	72
2024 Q1	$527K	Buy	21,398 +16	+0.1%	+$375	0.11%	65
2023 Q4	$505K	Buy	21,382 +1,880	+10%	+$39.6K	0.12%	62
2023 Q3	$404K	Buy	19,502 +2,124	+12%	+$46.6K	0.1%	71
2023 Q2	$381K	Buy	17,378 +814	+5%	+$17K	0.09%	72
2023 Q1	$338K	Buy	16,564 +1,130	+7%	+$24.3K	0.09%	72
2022 Q4	$313K	Sell	15,434 -72	-0.5%	-$1.48K	0.1%	65
2022 Q3	$293K	Sell	15,506 -6	-0%	-$125	0.1%	67
2022 Q2	$302K	Buy	15,512 +1,022	+7%	+$21.8K	0.1%	73
2022 Q1	$343K	Buy	14,490 +822	+6%	+$19.4K	0.12%	71
2021 Q4	$350K	Sell	13,668 -1,164	-8%	-$30.1K	0.11%	74
2021 Q3	$371K	Buy	14,832 +768	+5%	+$19.5K	0.13%	68
2021 Q2	$366K	Sell	14,064 -1,209,988	-99%	-$30.9M	0.13%	66
2021 Q1	$14M	Buy	1,224,052 +1,164,364	+1,951%	+$28.6M	5.13%	5
2020 Q4	$1.33M	Buy	59,688 +2,320	+4%	+$46.2K	0.49%	37
2020 Q3	$980K	Buy	57,368 +5,376	+10%	+$92.6K	0.38%	46
2020 Q2	$849K	Sell	51,992 -11,504	-18%	-$172K	0.35%	43
2020 Q1	$818K	Sell	63,496 -1,864	-3%	-$31.7K	0.4%	41
2019 Q4	$1.24M	Buy	+65,360	New	+$1.18M	0.8%	26

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sentinel Pension Advisors's SCHA Position: Q2 2026 in Review

Sentinel Pension Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.18% in Q2 2026, buying an estimated $826 and bringing the position to 14,170 shares worth $482K. The position accounts for 0.06% of the portfolio, ranked #93.

Sentinel Pension Advisors first reported a position in SCHA in Q4 2019 and has held it in 27 quarters since. The position peaked at $14M in Q1 2021. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Sentinel Pension Advisors held 14,170 shares of Schwab U.S Small- Cap ETF worth $482K as of Q2 2026.
Sentinel Pension Advisors bought 25 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $826.
Schwab U.S Small- Cap ETF made up 0.06% of Sentinel Pension Advisors's portfolio in Q2 2026, its #93 holding.
Sentinel Pension Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 27 quarters since.
Sentinel Pension Advisors's Schwab U.S Small- Cap ETF position peaked at $14M in Q1 2021.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.