Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr Intl Eqty Transaction History

Pacific Capital Wealth Advisors, Inc

  • $598 Million
  • Q4 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 283,052 shares of SCHF stock, worth $5.47 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
283,052
Previous 143,478 97.28%
Holding current value
$5.47 Million
Previous $5.9 Million 11.24%
% of portfolio
0.88%
Previous 1.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$18.41 - $40.87 $2.57 Million - $5.7 Million
139,574 Added 97.28%
283,052 $5.24 Million
Q3 2024

Oct 15, 2024
SELL
$36.98 - $41.55 $120,739 - $135,660
-3,265 Reduced 2.22%
143,478 $5.9 Million
Q2 2024

Aug 06, 2024
SELL
$37.19 - $39.82 $11,528 - $12,344
-310 Reduced 0.21%
146,743 $5.64 Million
Q1 2024

May 15, 2024
SELL
$35.71 - $39.11 $13,676 - $14,979
-383 Reduced 0.26%
147,053 $5.74 Million
Q4 2023

Feb 06, 2024
BUY
$32.37 - $37.01 $76,231 - $87,158
2,355 Added 1.62%
147,436 $5.45 Million
Q3 2023

Nov 03, 2023
BUY
$33.82 - $36.71 $10,788 - $11,710
319 Added 0.22%
145,081 $4.93 Million
Q2 2023

Aug 01, 2023
SELL
$34.48 - $36.54 $34,376 - $36,430
-997 Reduced 0.68%
144,762 $5.16 Million
Q1 2023

May 05, 2023
SELL
$32.42 - $35.44 $73,269 - $80,094
-2,260 Reduced 1.53%
145,759 $5.07 Million
Q4 2022

Feb 14, 2023
BUY
$28.0 - $33.87 $459,788 - $556,179
16,421 Added 12.48%
148,019 $4.77 Million
Q3 2022

Nov 14, 2022
BUY
$28.01 - $33.61 $269,708 - $323,630
9,629 Added 7.89%
131,598 $3.7 Million
Q2 2022

Aug 05, 2022
SELL
$31.13 - $37.19 $36,204 - $43,251
-1,163 Reduced 0.94%
121,969 $3.84 Million
Q1 2022

May 16, 2022
SELL
$33.67 - $39.47 $6,969 - $8,170
-207 Reduced 0.17%
123,132 $4.52 Million
Q4 2021

Mar 08, 2022
SELL
$37.77 - $40.6 $55,370 - $59,519
-1,466 Reduced 1.17%
123,339 $4.79 Million
Q3 2021

Nov 30, 2021
SELL
$38.35 - $40.79 $530,879 - $564,655
-13,843 Reduced 9.98%
124,805 $4.83 Million
Q2 2021

Aug 13, 2021
SELL
$38.15 - $40.84 $152,485 - $163,237
-3,997 Reduced 2.8%
138,648 $5.47 Million
Q1 2021

May 17, 2021
BUY
$35.74 - $38.15 $59,221 - $63,214
1,657 Added 1.18%
142,645 $5.37 Million
Q4 2020

Feb 16, 2021
BUY
$30.32 - $36.26 $35,080 - $41,952
1,157 Added 0.83%
140,988 $5.08 Million
Q3 2020

Nov 16, 2020
BUY
$29.85 - $32.42 $247,844 - $269,183
8,303 Added 6.31%
139,831 $4.39 Million
Q2 2020

Aug 11, 2020
SELL
$24.62 - $31.42 $405,269 - $517,204
-16,461 Reduced 11.12%
131,528 $3.91 Million
Q1 2020

May 19, 2020
SELL
$22.3 - $34.12 $876,300 - $1.34 Million
-39,296 Reduced 20.98%
147,989 $3.82 Million
Q4 2019

Feb 14, 2020
BUY
$30.95 - $33.72 $5.8 Million - $6.32 Million
187,285 New
187,285 $6.3 Million

Others Institutions Holding SCHF

# of Institutions
1,290
Shares Held
853M
Call Options Held
80.7K
Put Options Held
8.3K
View Full List

About SCHWAB STRATEGIC TR INTL EQTY

SCHF Quotes by TradingView
  • Ticker SCHF
  • Sector ETFs
  • Industry ETFs
More about SCHF
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email