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

Sentinel Pension Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.32M Buy
283,819
+8,771
+3% +$250K 1.09% 16
2026
Q1 		$7.05M Buy
275,048
+13,775
+5% +$370K 1.04% 18
2025
Q4 		$7.03M Buy
261,273
+12,556
+5% +$335K 1.08% 17
2025
Q3 		$6.55M Buy
248,717
+2,745
+1% +$69.7K 1.05% 18
2025
Q2 		$6.01M Buy
245,972
+11,272
+5% +$255K 1.01% 17
2025
Q1 		$5.18M Buy
234,700
+12,157
+5% +$283K 0.95% 19
2024
Q4 		$5.16M Sell
222,543
-102,366
-32% -$2.39M 0.96% 20
2024
Q3 		$7.35M Buy
324,909
+546
+0.2% +$11.9K 1.42% 15
2024
Q2 		$6.95M Buy
324,363
+16,122
+5% +$333K 1.44% 14
2024
Q1 		$6.38M Sell
308,241
-225
-0.1% -$4.43K 1.36% 13
2023
Q4 		$5.8M Buy
308,466
+13,014
+4% +$229K 1.38% 15
2023
Q3 		$4.98M Buy
295,452
+6,297
+2% +$110K 1.21% 17
2023
Q2 		$5.05M Buy
289,155
+3,183
+1% +$52.6K 1.22% 17
2023
Q1 		$4.58M Sell
285,972
-38,538
-12% -$606K 1.16% 18
2022
Q4 		$4.88M Sell
324,510
-669
-0.2% -$10.1K 1.53% 15
2022
Q3 		$4.59M Sell
325,179
-15,642
-5% -$245K 1.6% 14
2022
Q2 		$5.07M Sell
340,821
-591,096
-63% -$9.58M 1.71% 14
2022
Q1 		$16.7M Buy
931,917
+11,415
+1% +$202K 5.67% 3
2021
Q4 		$17.5M Buy
920,502
+2,574
+0.3% +$47.5K 5.5% 4
2021
Q3 		$15.9M Buy
917,928
+73,206
+9% +$1.31M 5.42% 4
2021
Q2 		$14.6M Buy
844,722
+168,366
+25% +$2.84M 5.13% 4
2021
Q1 		$6.38M Sell
676,356
-58,272
-8% -$913K 2.34% 13
2020
Q4 		$11.1M Buy
734,628
+27,024
+4% +$387K 4.07% 6
2020
Q3 		$9.51M Buy
707,604
+60,444
+9% +$803K 3.67% 6
2020
Q2 		$7.99M Sell
647,160
-7,998
-1% -$93.2K 3.34% 10
2020
Q1 		$6.69M Buy
655,158
+176,604
+37% +$2.15M 3.25% 11
2019
Q4 		$6.13M Buy
+478,554
New +$5.87M 3.98% 7

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Sentinel Pension Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 3.2% in Q2 2026, buying an estimated $250K and bringing the position to 283,819 shares worth $8.32M. The position accounts for 1.09% of the portfolio, ranked #16.

Sentinel Pension Advisors first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.5M in Q4 2021. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sentinel Pension Advisors held 283,819 shares of Schwab US Large- Cap ETF worth $8.32M as of Q2 2026.
  • Sentinel Pension Advisors bought 8,771 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $250K.
  • Schwab US Large- Cap ETF made up 1.09% of Sentinel Pension Advisors's portfolio in Q2 2026, its #16 holding.
  • Sentinel Pension Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Sentinel Pension Advisors's Schwab US Large- Cap ETF position peaked at $17.5M in Q4 2021.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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