Pacific Capital Wealth Advisors, Inc Schwab Strategic U.S. Reit ETF Transaction History
Pacific Capital Wealth Advisors, Inc
- $598 Million
- Q4 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 124,294 shares of SCHH stock, worth $2.74 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
124,294
Previous 124,294
-0.0%
Holding current value
$2.74 Million
Previous $2.88 Million
9.1%
% of portfolio
0.44%
Previous 0.49%
Shares
5 transactions
Others Institutions Holding SCHH
# of Institutions
552Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.19 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$628 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$536 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$169 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$160 Million0.55% of portfolio