SENTINEL PENSION ADVISORS, LLC SCHG Holdings History
SENTINEL PENSION ADVISORS, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, SENTINEL PENSION ADVISORS, LLC held 15,138.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $442,180.00. This investment constitutes 0.07% of their stock portfolio, and SENTINEL PENSION ADVISORS, LLC now holds 0% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2021Q2. And since then SENTINEL PENSION ADVISORS, LLC has made 4 purchases of SCHG, at an average price of $45.65, for a total of 99,242.00 shares. In addition, there have been 6 sales at an average price of $28.70 for 84,104.00 shares. Based on historical transaction data and SCHG's current price of $30.06, SENTINEL PENSION ADVISORS, LLC's estimated gain on his SCHG holdings is $-1.66 Mil, reflecting a -36.68% gain to date.
SENTINEL PENSION ADVISORS, LLC SCHG ($30.06) Holding Chart
SENTINEL PENSION ADVISORS, LLC SCHG ($30.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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