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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Sentinel Pension Advisors's SCHG Position: Q1 2026 in Review

Sentinel Pension Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.4% in Q1 2026, selling an estimated $19.3K and leaving 13,406 shares worth $391K. The position accounts for 0.06% of the portfolio, ranked #98.

Sentinel Pension Advisors first reported a position in SCHG in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.9M in Q3 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Sentinel Pension Advisors held 13,406 shares of Schwab US Large-Cap Growth ETF worth $391K as of Q1 2026.
  • Sentinel Pension Advisors sold 622 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $19.3K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Sentinel Pension Advisors's portfolio in Q1 2026, its #98 holding.
  • Sentinel Pension Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 13 quarters since.
  • Sentinel Pension Advisors's Schwab US Large-Cap Growth ETF position peaked at $2.9M in Q3 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Sentinel Pension Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.