Pacific Capital Wealth Advisors, Inc Schwab Strategic Us Tips 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 Us Tips ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 220,476 shares of SCHP stock, worth $11.4 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares
220,476
Previous 228,746 3.62%
Holding current value
$11.4 Million
Previous $11.9 Million 3.69%
% of portfolio
2.71%
Previous 3.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$51.32 - $52.45 $424,416 - $433,761
-8,270 Reduced 3.62%
220,476 $11.5 Million
Q4 2023

Feb 06, 2024
SELL
$49.69 - $52.46 $991,067 - $1.05 Million
-19,945 Reduced 8.02%
228,746 $11.9 Million
Q3 2023

Nov 03, 2023
SELL
$50.37 - $52.48 $831,608 - $866,444
-16,510 Reduced 6.23%
248,691 $12.6 Million
Q2 2023

Aug 01, 2023
SELL
$52.18 - $54.02 $10,957 - $11,344
-210 Reduced 0.08%
265,201 $13.9 Million
Q1 2023

May 05, 2023
SELL
$51.68 - $53.62 $312,870 - $324,615
-6,054 Reduced 2.23%
265,411 $14.2 Million
Q4 2022

Feb 14, 2023
SELL
$51.7 - $53.83 $1.5 Million - $1.57 Million
-29,090 Reduced 9.68%
271,465 $14.1 Million
Q3 2022

Nov 14, 2022
BUY
N/A
37,571 Added 14.29%
300,555 $15.6 Million
Q2 2022

Aug 05, 2022
BUY
N/A
54,446 Added 26.11%
262,984 $14.7 Million
Q1 2022

May 16, 2022
BUY
N/A
9,195 Added 4.61%
208,538 $12.7 Million
Q4 2021

Mar 08, 2022
BUY
N/A
8,709 Added 4.57%
199,343 $12.5 Million
Q3 2021

Nov 30, 2021
BUY
N/A
174,772 Added 1101.83%
190,634 $11.9 Million
Q2 2021

Aug 13, 2021
BUY
N/A
15,862 New
15,862 $992,000

Others Institutions Holding SCHP

# of Institutions
676
Shares Held
159M
Call Options Held
123K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

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