Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr Intl Small Transaction History
Pacific Capital Wealth Advisors, Inc
- $424 Million
- Q1 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 45 shares of SCHC stock, worth $1,602. This represents 0.0% of its overall portfolio holdings.
Number of Shares
45
Previous 216
79.17%
Holding current value
$1,602
Previous $7,000
85.71%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding SCHC
# of Institutions
405Shares Held
88.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.4 Billion1.93% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$157 Million0.11% of portfolio
-
Savant Capital, LLC3.64MShares$130 Million1.51% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.27MShares$80.9 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.82MShares$64.9 Million0.02% of portfolio