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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$33.2 - $35.86 $5,677 - $6,132
-171 Reduced 79.17%
45 $1,000
Q4 2023

Feb 06, 2024

BUY
$30.0 - $35.05 $6,480 - $7,570
216 New
216 $7,000
Q1 2023

May 05, 2023

SELL
$31.54 - $34.93 $12,962 - $14,356
-411 Reduced 1.32%
30,803 $1.04 Million
Q4 2022

Feb 14, 2023

BUY
$29.55 - $32.98 $2,334 - $2,605
79 Added 0.25%
31,214 $982,000
Q3 2022

Nov 14, 2022

SELL
N/A
-4,019 Reduced 11.43%
31,135 $864,000
Q2 2022

Aug 05, 2022

SELL
N/A
-5,817 Reduced 14.2%
35,154 $1.1 Million
Q1 2022

May 16, 2022

SELL
N/A
-2,676 Reduced 6.13%
40,971 $1.56 Million
Q4 2021

Mar 08, 2022

SELL
N/A
-169 Reduced 0.39%
43,647 $1.79 Million
Q3 2021

Nov 30, 2021

SELL
N/A
-3,355 Reduced 7.11%
43,816 $1.82 Million
Q2 2021

Aug 13, 2021

SELL
N/A
-1,722 Reduced 3.52%
47,171 $1.96 Million
Q1 2021

May 17, 2021

BUY
N/A
1,681 Added 3.56%
48,893 $1.93 Million
Q4 2020

Feb 16, 2021

SELL
N/A
-1,637 Reduced 3.35%
47,212 $1.78 Million
Q3 2020

Nov 16, 2020

SELL
N/A
-1,284 Reduced 2.56%
48,849 $1.59 Million
Q2 2020

Aug 11, 2020

BUY
N/A
10,358 Added 26.04%
50,133 $1.48 Million
Q1 2020

May 19, 2020

SELL
N/A
-77,531 Reduced 66.09%
39,775 $971,000
Q4 2019

Feb 14, 2020

BUY
N/A
117,306 New
117,306 $4.07 Million

Others Institutions Holding SCHC

About SCHWAB STRATEGIC TR INTL SMALL


  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
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