Pacific Capital Wealth Advisors, Inc Schwab Strategic Us Tips 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 Us Tips ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 211,495 shares of SCHP stock, worth $5.6 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
211,495
Previous 146,041
44.82%
Holding current value
$5.6 Million
Previous $7.83 Million
30.26%
% of portfolio
0.91%
Previous 1.32%
Shares
15 transactions
Others Institutions Holding SCHP
# of Institutions
717Shares Held
286MCall Options Held
110KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO38.3MShares$1.01 Billion3.35% of portfolio
-
Municipal Employees' Retirement System Of Michigan15.6MShares$412 Million5.54% of portfolio
-
Quadratic Capital Management LLC14.2MShares$377 Million97.45% of portfolio
-
Sei Investments CO Oaks, PA11.2MShares$297 Million0.38% of portfolio
-
Voya Investment Management LLC Atlanta, GA11MShares$290 Million0.36% of portfolio