Sentinel Pension Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$453K	Sell	13,254 -152	-1%	-$5.04K	0.06%	94
2026 Q1	$391K	Sell	13,406 -622	-4%	-$19.3K	0.06%	98
2025 Q4	$458K	Sell	14,028 -1,113	-7%	-$36.2K	0.07%	90
2025 Q3	$483K	Buy	15,141 +3	+0%	+$91	0.08%	84
2025 Q2	$442K	Sell	15,138 -46,012	-75%	-$1.22M	0.07%	87
2025 Q1	$1.53M	Sell	61,150 -34,907	-36%	-$956K	0.28%	44
2024 Q4	$2.68M	Sell	96,057 -15,451	-14%	-$423K	0.5%	28
2024 Q3	$2.9M	Sell	111,508 -800	-0.7%	-$20.1K	0.56%	29
2024 Q2	$2.83M	Sell	112,308 -532	-0.5%	-$12.5K	0.59%	28
2024 Q1	$2.62M	Buy	112,840 +102,876	+1,032%	+$2.28M	0.56%	28
2023 Q4	$207K	Buy	+9,964	New	+$193K	0.05%	94
2022 Q1	–	Sell	-10,624	Closed	-$217K	–	103
2021 Q4	$217K	Sell	10,624 -784	-7%	-$15.7K	0.07%	94
2021 Q3	$211K	Hold	11,408	–	–	0.07%	81
2021 Q2	$208K	Buy	+11,408	New	+$197K	0.07%	80

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

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

Sentinel Pension Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.1% in Q2 2026, selling an estimated $5.04K and leaving 13,254 shares worth $453K. The position accounts for 0.06% of the portfolio, ranked #94.

Sentinel Pension Advisors first reported a position in SCHG in Q2 2021 and has held it in 14 quarters since. The position peaked at $2.9M in Q3 2024. 1,674 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Sentinel Pension Advisors held 13,254 shares of Schwab US Large-Cap Growth ETF worth $453K as of Q2 2026.
Sentinel Pension Advisors sold 152 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $5.04K.
Schwab US Large-Cap Growth ETF made up 0.06% of Sentinel Pension Advisors's portfolio in Q2 2026, its #94 holding.
Sentinel Pension Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 14 quarters since.
Sentinel Pension Advisors's Schwab US Large-Cap Growth ETF position peaked at $2.9M in Q3 2024.
1,674 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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