Pacific Capital Wealth Advisors, Inc Schwab Strategic U.S. Reit ETF Transaction History

Pacific Capital Wealth Advisors, Inc

$424 Million
Q1 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 108,447 shares of SCHH stock, worth $2.15 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

108,447

Previous 108,447 -0.0%

Holding current value

$2.15 Million

Previous $2.25 Million 1.96%

% of portfolio

0.52%

Previous 0.57%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$16.76 - $20.95 $61,643 - $77,054	3,678 Added 3.51%	108,447 $2.25 Million
Q3 2023 Nov 03, 2023	SELL	$17.52 - $20.27 $1.02 Million - $1.18 Million	-58,408 Reduced 35.79%	104,769 $1.86 Million
Q2 2023 Aug 01, 2023	SELL	$18.34 - $19.64 $135,697 - $145,316	-7,399 Reduced 4.34%	163,177 $3.19 Million
Q4 2022 Feb 14, 2023	BUY	$18.86 - $20.46 $3.22 Million - $3.49 Million	170,576 New	170,576 $3.29 Million

Others Institutions Holding SCHH

# of Institutions

505

Shares Held

248M

Call Options Held

36K

Put Options Held

1.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

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.

Account

Pacific Capital Wealth Advisors, Inc Schwab Strategic U.S. Reit ETF Transaction History