Sentinel Pension Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $489K | Sell |
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|
2025
Q2 | $494K | Sell |
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2025
Q1 | $684K | Sell |
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|
2024
Q4 | $689K | Buy |
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|
2024
Q3 | $693K | Sell |
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|
2024
Q2 | $805K | Sell |
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|
2024
Q1 | $4.12M | Buy |
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|
2023
Q4 | $2.81M | Buy |
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|
2023
Q3 | $2.34M | Buy |
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|
2023
Q2 | $2.3M | Buy |
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|
2023
Q1 | $2.08M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $446K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $278K | Hold |
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|
2020
Q2 | $260K | Hold |
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|
2020
Q1 | $226K | Buy |
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