Sentinel Pension Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.95M	Buy	323,780 +15,190	+5%	+$375K	1.04%	18
2026 Q1	$7.69M	Sell	308,590 -17,785	-5%	-$446K	1.14%	16
2025 Q4	$8.19M	Sell	326,375 -142,131	-30%	-$3.58M	1.26%	13
2025 Q3	$11.8M	Buy	468,506 +18,971	+4%	+$474K	1.88%	10
2025 Q2	$11.3M	Buy	449,535 +38,609	+9%	+$957K	1.89%	10
2025 Q1	$10.2M	Buy	410,926 +15,126	+4%	+$370K	1.88%	10
2024 Q4	$9.61M	Buy	395,800 +11,266	+3%	+$277K	1.78%	10
2024 Q3	$9.73M	Buy	384,534 +44,386	+13%	+$1.11M	1.87%	10
2024 Q2	$8.29M	Buy	340,148 +54,722	+19%	+$1.32M	1.72%	12
2024 Q1	$7M	Buy	285,426 +197,778	+226%	+$4.86M	1.5%	12
2023 Q4	$2.18M	Buy	87,648 +3,442	+4%	+$83.2K	0.52%	31
2023 Q3	$2.02M	Buy	84,206 +10,194	+14%	+$248K	0.49%	34
2023 Q2	$1.82M	Buy	+74,012	New	+$1.85M	0.44%	37

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

Sentinel Pension Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.9% in Q2 2026, buying an estimated $375K and bringing the position to 323,780 shares worth $7.95M. The position accounts for 1.04% of the portfolio, ranked #18.

Sentinel Pension Advisors first reported a position in SCHR in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.8M in Q3 2025. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Sentinel Pension Advisors held 323,780 shares of Schwab Intermediately-Term US Treasury ETF worth $7.95M as of Q2 2026.
Sentinel Pension Advisors bought 15,190 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $375K.
Schwab Intermediately-Term US Treasury ETF made up 1.04% of Sentinel Pension Advisors's portfolio in Q2 2026, its #18 holding.
Sentinel Pension Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Sentinel Pension Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $11.8M in Q3 2025.
503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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