Number of Shares
15,138.00
Current Holdings Value*
$442,180.00
% of Portfolio
0.07%
Total Estimate Gain
$-1.67 Mil
% of Total Estimate Gain
-36.80%

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 $29.69, SENTINEL PENSION ADVISORS, LLC's estimated gain on his SCHG holdings is $-1.67 Mil, reflecting a -36.80% gain to date.

SENTINEL PENSION ADVISORS, LLC SCHG ($29.69) Holding Chart

SENTINEL PENSION ADVISORS, LLC SCHG ($29.69) 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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