SPA
SCHB icon

Sentinel Pension Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Sentinel Pension Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$283K Hold
11,276
– – 0.04% 114
2025
Q4 		$296K Hold
11,276
– – 0.05% 108
2025
Q3 		$290K Hold
11,276
– – 0.05% 105
2025
Q2 		$269K Buy
11,276
+1,172
+12% +$25.8K 0.05% 101
2025
Q1 		$218K Hold
10,104
– – 0.04% 106
2024
Q4 		$229K Hold
10,104
– – 0.04% 105
2024
Q3 		$224K Hold
10,104
– – 0.04% 104
2024
Q2 		$212K Hold
10,104
– – 0.04% 104
2024
Q1 		$206K Buy
+10,104
New +$196K 0.04% 106
2021
Q3 		– Sell
-11,754
Closed -$204K – 94
2021
Q2 		$204K Buy
+11,754
New +$199K 0.07% 84
2021
Q1 		– Sell
-14,484
Closed -$220K – 77
2020
Q4 		$220K Buy
+14,484
New +$206K 0.08% 70

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return