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Sentinel Pension Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sentinel Pension Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$337K Buy
12,163
+2,184
+22% +$60.4K 0.06% 98
2025
Q1 		$265K Buy
9,979
+833
+9% +$22.1K 0.05% 97
2024
Q4 		$238K Buy
+9,146
New +$238K 0.04% 101