Pacific Capital Wealth Advisors, Inc Schwab Strategic Us Tips ETF Transaction History
Pacific Capital Wealth Advisors, Inc
- $592 Million
- Q3 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 146,041 shares of SCHP stock, worth $3.82 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
146,041
Previous 234,929
37.84%
Holding current value
$3.82 Million
Previous $12.2 Million
35.9%
% of portfolio
1.32%
Previous 2.24%
Shares
14 transactions
Others Institutions Holding SCHP
# of Institutions
684Shares Held
155MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO17.7MShares$464 Million3.23% of portfolio
-
Quadratic Capital Management LLC11.4MShares$299 Million97.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$261 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$220 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.38MShares$141 Million0.39% of portfolio