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SENTINEL PENSION ADVISORS, LLC: SCHX position timeline

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

SENTINEL PENSION ADVISORS, LLC held 283,819 SCHX 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 283,819 shares
    Change vs previous 13F +8,771 shares

    1.09% of the 13F portfolio, value $8,318,722.

    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 275,048 shares
    Change vs previous 13F +13,775 shares

    1.04% of the 13F portfolio, value $7,052,226.

    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 261,273 shares
    Change vs previous 13F +12,556 shares

    1.08% of the 13F portfolio, value $7,030,862.

    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 248,717 shares
    Change vs previous 13F +2,745 shares

    1.05% of the 13F portfolio, value $6,551,193.

    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 245,972 shares
    Change vs previous 13F +11,272 shares

    1.01% of the 13F portfolio, value $6,011,562.

    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 234,700 shares
    Change vs previous 13F +12,157 shares

    0.95% of the 13F portfolio, value $5,182,172.

    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 222,543 shares
    Change vs previous 13F +114,240 shares

    0.96% of the 13F portfolio, value $5,158,536.

    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).

  8. period ended2024-09-30
    13F 108,303 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $7,348,338.

    13F-HR 0001725547-24-005914 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).