Sentinel Pension Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
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|
2025
Q1 | $2.44M | Sell |
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|
2024
Q4 | $2.63M | Sell |
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|
2024
Q3 | $3.05M | Sell |
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|
2024
Q2 | $3.5M | Sell |
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|
2024
Q1 | $3.83M | Sell |
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|
2023
Q4 | $6.82M | Buy |
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|
2023
Q3 | $6.09M | Buy |
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|
2023
Q2 | $5.89M | Buy |
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|
2023
Q1 | $5.35M | Buy |
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|
2022
Q4 | $4.12M | Buy |
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|
2022
Q3 | $3.72M | Buy |
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|
2022
Q2 | $3.69M | Sell |
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|
2022
Q1 | $4.51M | Sell |
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|
2021
Q4 | $5.12M | Buy |
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|
2021
Q3 | $4.57M | Sell |
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|
2021
Q2 | $4.67M | Sell |
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|
2021
Q1 | $7.38M | Buy |
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|
2020
Q4 | $3.81M | Buy |
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|
2020
Q3 | $3.03M | Buy |
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|
2020
Q2 | $2.71M | Sell |
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|
2020
Q1 | $2.34M | Buy |
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|
2019
Q4 | $2.44M | Buy |
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