Pacific Capital Wealth Advisors, Inc Schwab Intermediate Term Us Tr Transaction History
Pacific Capital Wealth Advisors, Inc
- $598 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding SCHR
# of Institutions
442Shares Held
356MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.28 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$388 Million0.08% of portfolio
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Ameriprise Financial Inc Minneapolis, MN12.7MShares$308 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC8.47MShares$206 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO7.78MShares$189 Million0.2% of portfolio