Number of Shares
410,926.00
Current Holdings Value*
$10.22 Mil
% of Portfolio
1.88%
Total Estimate Gain
$-4.69 Mil
% of Total Estimate Gain
-31.56%

SENTINEL PENSION ADVISORS, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary

As of 2025-03-31, SENTINEL PENSION ADVISORS, LLC held 410,926.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $10.22 Mil. This investment constitutes 1.88% of their stock portfolio, and SENTINEL PENSION ADVISORS, LLC now holds 0.1% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.

The initial trade took place in 2023Q2. And since then SENTINEL PENSION ADVISORS, LLC has made 8 purchases of SCHR, at an average price of $36.15, for a total of 410,926.00 shares. Based on historical transaction data and SCHR's current price of $24.74, SENTINEL PENSION ADVISORS, LLC's estimated gain on his SCHR holdings is $-4.69 Mil, reflecting a -31.56% gain to date.

SENTINEL PENSION ADVISORS, LLC SCHR ($24.74) Holding Chart

SENTINEL PENSION ADVISORS, LLC SCHR ($24.74) 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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