Sentinel Pension Advisors Inc Schwab Strategic Tr Us Dividen Transaction History
Sentinel Pension Advisors Inc
- $526 Million
- Q1 2025
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 24,476 shares of SCHD stock, worth $622,669. This represents 0.13% of its overall portfolio holdings.
Number of Shares
24,476
Previous 25,237
3.02%
Holding current value
$622,669
Previous $689,000
2.03%
% of portfolio
0.13%
Previous 0.13%
Shares
13 transactions
Others Institutions Holding SCHD
# of Institutions
1,964Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$924 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$662 Million4.56% of portfolio