Sentinel Pension Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$518K	Buy	15,735 +725	+5%	+$23K	0.07%	90
2026 Q1	$461K	Sell	15,010 -1,522	-9%	-$46.2K	0.07%	90
2025 Q4	$453K	Sell	16,532 -1,389	-8%	-$37.8K	0.07%	91
2025 Q3	$489K	Sell	17,921 -722	-4%	-$19.7K	0.08%	83
2025 Q2	$494K	Sell	18,643 -5,833	-24%	-$152K	0.08%	78
2025 Q1	$684K	Sell	24,476 -761	-3%	-$21.2K	0.13%	59
2024 Q4	$689K	Buy	25,237 +634	+3%	+$18K	0.13%	60
2024 Q3	$693K	Sell	24,603 -6,435	-21%	-$175K	0.13%	62
2024 Q2	$805K	Sell	31,038 -122,217	-80%	-$3.18M	0.17%	59
2024 Q1	$4.12M	Buy	153,255 +42,585	+38%	+$1.1M	0.88%	22
2023 Q4	$2.81M	Buy	110,670 +11,382	+11%	+$271K	0.67%	26
2023 Q3	$2.34M	Buy	99,288 +4,314	+5%	+$106K	0.57%	29
2023 Q2	$2.3M	Buy	94,974 +9,543	+11%	+$228K	0.56%	29
2023 Q1	$2.08M	Buy	+85,431	New	+$2.14M	0.53%	34
2021 Q2	–	Sell	-23,952	Closed	-$446K	–	97
2021 Q1	$446K	Buy	+23,952	New	+$545K	0.16%	50
2020 Q4	–	Sell	-15,081	Closed	-$278K	–	84
2020 Q3	$278K	Hold	15,081	–	–	0.11%	70
2020 Q2	$260K	Hold	15,081	–	–	0.11%	66
2020 Q1	$226K	Buy	+15,081	New	+$271K	0.11%	65

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Sentinel Pension Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.8% in Q2 2026, buying an estimated $23K and bringing the position to 15,735 shares worth $518K. The position accounts for 0.07% of the portfolio, ranked #90.

Sentinel Pension Advisors first reported a position in SCHD in Q1 2020 and has held it in 18 quarters since. The position peaked at $4.12M in Q1 2024. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sentinel Pension Advisors held 15,735 shares of Schwab US Dividend Equity ETF worth $518K as of Q2 2026.
Sentinel Pension Advisors bought 725 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $23K.
Schwab US Dividend Equity ETF made up 0.07% of Sentinel Pension Advisors's portfolio in Q2 2026, its #90 holding.
Sentinel Pension Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 18 quarters since.
Sentinel Pension Advisors's Schwab US Dividend Equity ETF position peaked at $4.12M in Q1 2024.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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