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 Q2	$306K	Sell	10,628 -648	-6%	-$18.1K	0.04%	116
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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Sentinel Pension Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 5.7% in Q2 2026, selling an estimated $18.1K and leaving 10,628 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #116.

Sentinel Pension Advisors first reported a position in SCHB in Q4 2020 and has held it in 12 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Sentinel Pension Advisors held 10,628 shares of Schwab US Broad Market ETF worth $306K as of Q2 2026.
Sentinel Pension Advisors sold 648 Schwab US Broad Market ETF shares in Q2 2026, an estimated $18.1K.
Schwab US Broad Market ETF made up 0.04% of Sentinel Pension Advisors's portfolio in Q2 2026, its #116 holding.
Sentinel Pension Advisors first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 12 quarters since.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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