Back to SCHW-PJ
SENTINEL PENSION ADVISORS, LLC → SCHW-PJ
SENTINEL PENSION ADVISORS, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
40
Latest value
$209K
Q3 2026
Peak value
$8.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $296K |
| Q4 2025 | $7M |
| Q4 2025 | $458K |
| Q4 2025 | $462K |
| Q4 2025 | $2.5M |
| Q4 2025 | $334K |
| Q4 2025 | $453K |
| Q4 2025 | $298K |
| Q4 2025 | $8.2M |
| Q4 2025 | $229K |
| Q1 2026 | $283K |
| Q1 2026 | $7.1M |
| Q1 2026 | $391K |
| Q1 2026 | $613K |
| Q1 2026 | $2.7M |
| Q1 2026 | $411K |
| Q1 2026 | $461K |
| Q1 2026 | $548K |
| Q1 2026 | $7.7M |
| Q1 2026 | $216K |
| Q2 2026 | $306K |
| Q2 2026 | $8.3M |
| Q2 2026 | $453K |
| Q2 2026 | $685K |
| Q2 2026 | $3M |
| Q2 2026 | $482K |
| Q2 2026 | $518K |
| Q2 2026 | $598K |
| Q2 2026 | $7.9M |
| Q2 2026 | $216K |
| Q3 2026 | $312K |
| Q3 2026 | $8.7M |
| Q3 2026 | $472K |
| Q3 2026 | $676K |
| Q3 2026 | $2.9M |
| Q3 2026 | $461K |
| Q3 2026 | $514K |
| Q3 2026 | $623K |
| Q3 2026 | $7.3M |
| Q3 2026 | $209K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $209K | 8.8K | — | — |
| Q3 2026 | $7.3M | 309.5K | — | — |
| Q3 2026 | $623K | 22.7K | — | — |
| Q3 2026 | $514K | 15.8K | — | — |
| Q3 2026 | $461K | 14.1K | — | — |
| Q3 2026 | $2.9M | 85.7K | — | — |
| Q3 2026 | $676K | 20.3K | — | — |
| Q3 2026 | $472K | 13.1K | — | — |
| Q3 2026 | $8.7M | 289.8K | — | — |
| Q3 2026 | $312K | 10.6K | — | — |
| Q2 2026 | $216K | 9.0K | — | — |
| Q2 2026 | $7.9M | 323.8K | — | — |
| Q2 2026 | $598K | 22.1K | — | — |
| Q2 2026 | $518K | 15.7K | — | — |
| Q2 2026 | $482K | 14.2K | — | — |
| Q2 2026 | $3M | 85.6K | — | — |
| Q2 2026 | $685K | 20.3K | — | — |
| Q2 2026 | $453K | 13.3K | — | — |
| Q2 2026 | $8.3M | 283.8K | — | — |
| Q2 2026 | $306K | 10.6K | — | — |
| Q1 2026 | $216K | 8.9K | — | — |
| Q1 2026 | $7.7M | 308.6K | — | — |
| Q1 2026 | $548K | 22.1K | — | — |
| Q1 2026 | $461K | 15.0K | — | — |
| Q1 2026 | $411K | 14.1K | — | — |
| Q1 2026 | $2.7M | 86.9K | — | — |
| Q1 2026 | $613K | 20.1K | — | — |
| Q1 2026 | $391K | 13.4K | — | — |
| Q1 2026 | $7.1M | 275.0K | — | — |
| Q1 2026 | $283K | 11.3K | — | — |
| Q4 2025 | $229K | 9.4K | — | — |
| Q4 2025 | $8.2M | 326.4K | — | — |
| Q4 2025 | $298K | 12.4K | — | — |
| Q4 2025 | $453K | 16.5K | — | — |
| Q4 2025 | $334K | 11.7K | — | — |
| Q4 2025 | $2.5M | 81.7K | — | — |
| Q4 2025 | $462K | 15.6K | — | — |
| Q4 2025 | $458K | 14.0K | — | — |
| Q4 2025 | $7M | 261.3K | — | — |
| Q4 2025 | $296K | 11.3K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B