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SENTINEL PENSION ADVISORS, LLC: SCHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SENTINEL PENSION ADVISORS, LLC on SCHV, newest first. How the timeline and the estimate are built.

SENTINEL PENSION ADVISORS, LLC held 20,274 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,274 shares
    Change vs previous 13F +184 shares

    0.09% of the 13F portfolio, value $685,474.

    13F-HR 0001725547-26-000248 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,090 shares
    Change vs previous 13F +4,487 shares

    0.09% of the 13F portfolio, value $612,740.

    13F-HR 0001725547-26-000134 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,603 shares
    Change vs previous 13F +389 shares

    0.07% of the 13F portfolio, value $462,016.

    13F-HR 0001725547-26-000019 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,214 shares
    Change vs previous 13F +3,051 shares

    0.07% of the 13F portfolio, value $442,876.

    13F-HR 0001725547-25-004184 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,163 shares
    Change vs previous 13F +2,184 shares

    0.06% of the 13F portfolio, value $336,537.

    13F-HR 0001725547-25-003417 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,979 shares
    Change vs previous 13F +833 shares

    0.05% of the 13F portfolio, value $265,243.

    13F-HR 0001725547-25-001407 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,146 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $238,426.

    13F-HR 0001725547-25-000076 filed by SENTINEL PENSION ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).