Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr Intl Eqty 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 Eqty stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 147,053 shares of SCHF stock, worth $5.77 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
147,053
Previous 147,436
0.26%
Holding current value
$5.77 Million
Previous $5.45 Million
5.3%
% of portfolio
1.35%
Previous 1.38%
Shares
18 transactions
Others Institutions Holding SCHF
# of Institutions
1,165Shares Held
821MCall Options Held
55.1KPut Options Held
13.3K-
Northwestern Mutual Wealth Management CO141MShares$5.53 Billion5.65% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO79.4MShares$3.12 Billion11.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA77MShares$3.02 Billion6.78% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.3MShares$3 Billion4.09% of portfolio
-
Personal Capital Advisors Corp71.3MShares$2.8 Billion11.16% of portfolio