Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr 5 10 Yr C Transaction History
Pacific Capital Wealth Advisors, Inc
- $547 Million
- Q2 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 7,559 shares of SCHI stock, worth $348,469. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,559Holding current value
$348,469% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
191Shares Held
135MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$5.52 Billion1.02% of portfolio
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River Front Investment Group, LLC Richmond, VA3.95MShares$182 Million4.73% of portfolio
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Envestnet Asset Management Inc3.69MShares$170 Million0.06% of portfolio
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Raymond James & Associates St Petersburg, FL982KShares$45.3 Million0.03% of portfolio
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Royal Bank Of Canada Toronto, A6594KShares$27.4 Million0.01% of portfolio