Sentinel Pension Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.69M	Buy	86,884 +5,205	+6%	+$166K	0.4%	32
2025 Q4	$2.46M	Sell	81,679 -3,415	-4%	-$102K	0.38%	32
2025 Q3	$2.52M	Sell	85,094 -1,041	-1%	-$30.3K	0.4%	33
2025 Q2	$2.42M	Sell	86,135 -7,065	-8%	-$186K	0.41%	32
2025 Q1	$2.44M	Sell	93,200 -1,828	-2%	-$50.9K	0.45%	31
2024 Q4	$2.63M	Sell	95,028 -15,147	-14%	-$432K	0.49%	29
2024 Q3	$3.05M	Sell	110,175 -24,648	-18%	-$655K	0.59%	27
2024 Q2	$3.5M	Sell	134,823 -6,459	-5%	-$169K	0.73%	25
2024 Q1	$3.83M	Sell	141,282 -130,365	-48%	-$3.33M	0.82%	24
2023 Q4	$6.82M	Buy	271,647 +1,521	+0.6%	+$34.8K	1.62%	11
2023 Q3	$6.09M	Buy	270,126 +21,426	+9%	+$508K	1.49%	13
2023 Q2	$5.89M	Buy	248,700 +6,354	+3%	+$143K	1.43%	14
2023 Q1	$5.35M	Buy	242,346 +54,156	+29%	+$1.25M	1.36%	16
2022 Q4	$4.12M	Buy	188,190 +3,753	+2%	+$82.3K	1.29%	16
2022 Q3	$3.72M	Buy	184,437 +7,761	+4%	+$173K	1.3%	16
2022 Q2	$3.69M	Sell	176,676 -1,665	-0.9%	-$38.4K	1.24%	16
2022 Q1	$4.51M	Sell	178,341 -12,795	-7%	-$321K	1.53%	18
2021 Q4	$5.12M	Buy	191,136 +12,357	+7%	+$330K	1.61%	15
2021 Q3	$4.57M	Sell	178,779 -162	-0.1%	-$4.23K	1.55%	15
2021 Q2	$4.67M	Sell	178,941 -253,365	-59%	-$6.54M	1.64%	15
2021 Q1	$7.38M	Buy	432,306 +264,636	+158%	+$6.42M	2.71%	11
2020 Q4	$3.81M	Buy	167,670 +3,666	+2%	+$76.5K	1.39%	19
2020 Q3	$3.03M	Buy	164,004 +9,648	+6%	+$179K	1.17%	19
2020 Q2	$2.71M	Sell	154,356 -12,129	-7%	-$198K	1.13%	20
2020 Q1	$2.34M	Buy	166,485 +44,757	+37%	+$820K	1.14%	19
2019 Q4	$2.44M	Buy	+121,728	New	+$2.36M	1.59%	12

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Sentinel Pension Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 6.4% in Q1 2026, buying an estimated $166K and bringing the position to 86,884 shares worth $2.69M. The position accounts for 0.4% of the portfolio, ranked #32.

Sentinel Pension Advisors first reported a position in SCHM in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.38M in Q1 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Sentinel Pension Advisors held 86,884 shares of Schwab US Mid-Cap ETF worth $2.69M as of Q1 2026.
Sentinel Pension Advisors bought 5,205 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $166K.
Schwab US Mid-Cap ETF made up 0.4% of Sentinel Pension Advisors's portfolio in Q1 2026, its #32 holding.
Sentinel Pension Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Sentinel Pension Advisors's Schwab US Mid-Cap ETF position peaked at $7.38M in Q1 2021.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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