Sentinel Pension Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$216K	Buy	8,955 +56	+0.6%	+$1.35K	0.03%	135
2026 Q1	$216K	Sell	8,899 -486	-5%	-$11.8K	0.03%	127
2025 Q4	$229K	Buy	9,385 +280	+3%	+$6.83K	0.04%	123
2025 Q3	$222K	Buy	9,105 +47	+0.5%	+$1.14K	0.04%	118
2025 Q2	$221K	Buy	9,058 +394	+5%	+$9.57K	0.04%	113
2025 Q1	$211K	Sell	8,664 -95	-1%	-$2.3K	0.04%	108
2024 Q4	$211K	Buy	8,759 +85	+1%	+$2.06K	0.04%	107
2024 Q3	$212K	Buy	8,674 +142	+2%	+$3.45K	0.04%	109
2024 Q2	$205K	Sell	8,532 -866	-9%	-$20.8K	0.04%	107
2024 Q1	$227K	Sell	9,398 -5,624	-37%	-$136K	0.05%	97
2023 Q4	$364K	Sell	15,022 -4,468	-23%	-$107K	0.09%	72
2023 Q3	$467K	Buy	19,490 +2,358	+14%	+$56.5K	0.11%	63
2023 Q2	$412K	Sell	17,132 -914	-5%	-$22.2K	0.1%	70
2023 Q1	$441K	Sell	18,046 -1,628	-8%	-$39.4K	0.11%	67
2022 Q4	$475K	Sell	19,674 -12,490	-39%	-$301K	0.15%	58
2022 Q3	$776K	Sell	32,164 -11,946	-27%	-$292K	0.27%	49
2022 Q2	$1.08M	Sell	44,110 -294	-0.7%	-$7.25K	0.36%	44
2022 Q1	$1.1M	Sell	44,404 -2,758	-6%	-$69.3K	0.37%	47
2021 Q4	$1.2M	Sell	47,162 -6,830	-13%	-$174K	0.38%	44
2021 Q3	$1.38M	Sell	53,992 -2,636	-5%	-$67.5K	0.47%	37
2021 Q2	$1.45M	Sell	56,628 -739,818	-93%	-$19M	0.51%	38
2021 Q1	$30.6M	Buy	796,446 +511,840	+180%	+$13.1M	11.21%	3
2020 Q4	$7.31M	Buy	284,606 +14,124	+5%	+$363K	2.67%	11
2020 Q3	$6.96M	Buy	270,482 +48,474	+22%	+$1.25M	2.69%	12
2020 Q2	$5.73M	Buy	222,008 +38,940	+21%	+$1.01M	2.39%	12
2020 Q1	$4.74M	Buy	183,068 +93,402	+104%	+$2.38M	2.3%	13
2019 Q4	$2.26M	Buy	+89,666	New	+$2.27M	1.47%	13

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

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

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

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

Sentinel Pension Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.63% in Q2 2026, buying an estimated $1.35K and bringing the position to 8,955 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #135.

Sentinel Pension Advisors first reported a position in SCHO in Q4 2019 and has held it in 27 quarters since. The position peaked at $30.6M in Q1 2021. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Sentinel Pension Advisors held 8,955 shares of Schwab Short-Term US Treasury ETF worth $216K as of Q2 2026.
Sentinel Pension Advisors bought 56 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.35K.
Schwab Short-Term US Treasury ETF made up 0.03% of Sentinel Pension Advisors's portfolio in Q2 2026, its #135 holding.
Sentinel Pension Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 27 quarters since.
Sentinel Pension Advisors's Schwab Short-Term US Treasury ETF position peaked at $30.6M in Q1 2021.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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