Sentinel Pension Advisors Inc Schwab Strategic Tr Us Dividen Transaction History

Sentinel Pension Advisors Inc

  • $523 Million
  • Q4 2024

A detailed history of Sentinel Pension Advisors Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sentinel Pension Advisors Inc holds 25,237 shares of SCHD stock, worth $695,531. This represents 0.13% of its overall portfolio holdings.

Number of Shares
25,237
Previous 8,201 207.73%
Holding current value
$695,531
Previous $693,000 0.58%
% of portfolio
0.13%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$26.93 - $84.95 $458,779 - $1.45 Million
17,036 Added 207.73%
25,237 $689,000
Q3 2024

Oct 15, 2024
SELL
$77.02 - $85.06 $165,207 - $182,453
-2,145 Reduced 20.73%
8,201 $693,000
Q2 2024

Jul 12, 2024
SELL
$75.81 - $80.15 $3.09 Million - $3.27 Million
-40,739 Reduced 79.75%
10,346 $804,000
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $1.07 Million - $1.14 Million
14,195 Added 38.48%
51,085 $4.12 Million
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $253,818 - $289,558
3,794 Added 11.46%
36,890 $2.81 Million
Q3 2023

Oct 23, 2023
BUY
$70.63 - $75.66 $101,565 - $108,799
1,438 Added 4.54%
33,096 $2.34 Million
Q2 2023

Jul 18, 2023
BUY
$69.18 - $73.94 $220,061 - $235,203
3,181 Added 11.17%
31,658 $2.3 Million
Q1 2023

Apr 27, 2023
BUY
$70.28 - $78.03 $2 Million - $2.22 Million
28,477 New
28,477 $2.08 Million
Q2 2021

Jul 12, 2021
SELL
$73.32 - $77.65 $585,386 - $619,957
-7,984 Closed
0 $0
Q1 2021

Apr 29, 2021
BUY
$63.23 - $73.67 $504,828 - $588,181
7,984 New
7,984 $446,000
Q4 2020

Jan 29, 2021
SELL
$54.8 - $65.16 $275,479 - $327,559
-5,027 Closed
0 $0
Q1 2020

Apr 30, 2020
BUY
$39.5 - $59.28 $198,566 - $298,000
5,027 New
5,027 $226,000

Others Institutions Holding SCHD

# of Institutions
1,873
Shares Held
561M
Call Options Held
3.32M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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