SPA
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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
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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sentinel Pension Advisors's SCHA Position: Q1 2026 in Review

Sentinel Pension Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 21% in Q1 2026, buying an estimated $72.6K and bringing the position to 14,145 shares worth $411K. 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 26 quarters since. The position peaked at $14M in Q1 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Sentinel Pension Advisors held 14,145 shares of Schwab U.S Small- Cap ETF worth $411K as of Q1 2026.
  • Sentinel Pension Advisors bought 2,423 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $72.6K.
  • Schwab U.S Small- Cap ETF made up 0.06% of Sentinel Pension Advisors's portfolio in Q1 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 26 quarters since.
  • Sentinel Pension Advisors's Schwab U.S Small- Cap ETF position peaked at $14M in Q1 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Sentinel Pension Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.