SENTINEL PENSION ADVISORS, LLC SCHR Holdings History
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 $24.82, SENTINEL PENSION ADVISORS, LLC's estimated gain on his SCHR holdings is $-4.65 Mil, reflecting a -31.32% gain to date.
SENTINEL PENSION ADVISORS, LLC SCHR ($24.82) Holding Chart
SENTINEL PENSION ADVISORS, LLC SCHR ($24.82) 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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