Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr 5 10 Yr C 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 5 10 Yr C stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 36,385 shares of SCHI stock, worth $819,390. This represents 0.13% of its overall portfolio holdings.

Number of Shares
36,385
Previous 17,898 103.29%
Holding current value
$819,390
Previous $826,000 2.78%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Jan 22, 2025
BUY
$22.02 - $46.16 $407,083 - $853,359
18,487 Added 103.29%
36,385 $803,000
Q3 2024

Oct 15, 2024
BUY
$43.73 - $46.29 $452,124 - $478,592
10,339 Added 136.78%
17,898 $826,000
Q2 2024

Aug 06, 2024
BUY
$43.11 - $44.42 $325,868 - $335,770
7,559 New
7,559 $333,000

Others Institutions Holding SCHI

# of Institutions
220
Shares Held
42.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
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