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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Sentinel Pension Advisors reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 5.2% in Q1 2026, selling an estimated $11.8K and leaving 8,899 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #127.

Sentinel Pension Advisors first reported a position in SCHO in Q4 2019 and has held it in 26 quarters since. The position peaked at $30.6M in Q1 2021. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Sentinel Pension Advisors held 8,899 shares of Schwab Short-Term US Treasury ETF worth $216K as of Q1 2026.
Sentinel Pension Advisors sold 486 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $11.8K.
Schwab Short-Term US Treasury ETF made up 0.03% of Sentinel Pension Advisors's portfolio in Q1 2026, its #127 holding.
Sentinel Pension Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 26 quarters since.
Sentinel Pension Advisors's Schwab Short-Term US Treasury ETF position peaked at $30.6M in Q1 2021.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

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