Sentinel Pension Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
11,276
+1,172
| +12% | +$27.9K | 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 | +$206K | 0.04% | 106 |
|
|
2021
Q3 | – | Sell |
-11,754
| Closed | -$204K | – | 94 |
|
|
2021
Q2 | $204K | Buy |
+11,754
| New | +$204K | 0.07% | 84 |
|
|
2021
Q1 | – | Sell |
-14,484
| Closed | -$220K | – | 77 |
|
|
2020
Q4 | $220K | Buy |
+14,484
| New | +$220K | 0.08% | 70 |
|