PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in SDGR — Schrodinger, Inc.

CIK 2145782 WALTHAM, MA

Position in SDGR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$172,201

+$51,820 QoQ

Shares Held

10,597

0.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#151

of 228 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $342,049 across 2 Health Information Services names. SDGR ranks #1 (50.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SDGR	Schrodinger, Inc. This page	10,597	$172,201
2	CERT	Certara, Inc.	25,931	$169,848

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$172,201	10,597	0.0%	Shares	Sole	2026-08-07
2026-03-31	$120,381	10,597	+39.0%	Shares	Sole	2026-08-07
2025-12-31	$136,299	7,623	+7.5%	Shares	Sole	2026-08-07
2025-09-30	$142,225	7,090	+25.0%	Shares	Sole	2026-08-07
2025-06-30	$114,080	5,670	+4.0%	Shares	Sole	2026-08-07
2025-03-31	$107,622	5,452	-46.3%	Shares	Sole	2026-08-07
2024-12-31	$195,947	10,158	+2.4%	Shares	Sole	2026-08-07
2024-09-30	$184,071	9,923	+14.9%	Shares	Sole	2026-08-07
2024-06-30	$167,078	8,639	+93.5%	Shares	Sole	2026-08-07
2024-03-31	$120,555	4,465	+0.9%	Shares	Sole	2026-08-07
2023-12-31	$158,415	4,425	+9733.3%	Shares	Sole	2026-08-07
2023-09-30	$1,272	45	-97.8%	Shares	Sole	2026-08-07
2023-06-30	$102,585	2,055	-42.5%	Shares	Sole	2026-08-07
2023-03-31	$94,129	3,575	-17.5%	Shares	Sole	2026-08-07
2022-12-31	$80,965	4,332	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.