SPA
Sentinel Pension Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
449,535
+38,609
| +9% | +$966K | 1.89% | 10 |
|
|
2025
Q1 | $10.2M | Buy |
410,926
+15,126
| +4% | +$376K | 1.88% | 10 |
|
|
2024
Q4 | $9.61M | Buy |
395,800
+203,533
| +106% | +$4.94M | 1.78% | 10 |
|
|
2024
Q3 | $9.73M | Buy |
192,267
+22,193
| +13% | +$1.12M | 1.87% | 10 |
|
|
2024
Q2 | $8.29M | Buy |
170,074
+27,361
| +19% | +$1.33M | 1.72% | 12 |
|
|
2024
Q1 | $7M | Buy |
142,713
+98,889
| +226% | +$4.85M | 1.5% | 12 |
|
|
2023
Q4 | $2.18M | Buy |
43,824
+1,721
| +4% | +$85.6K | 0.52% | 31 |
|
|
2023
Q3 | $2.02M | Buy |
42,103
+5,097
| +14% | +$244K | 0.49% | 34 |
|
|
2023
Q2 | $1.82M | Buy |
+37,006
| New | +$1.82M | 0.44% | 37 |
|