Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr Us Large C Transaction History

Pacific Capital Wealth Advisors, Inc

  • $424 Million
  • Q1 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 19,197 shares of SCHV stock, worth $1.42 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
19,197
Previous 16,982 13.04%
Holding current value
$1.42 Million
Previous $1.19 Million 22.52%
% of portfolio
0.34%
Previous 0.3%

Shares

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

May 15, 2024
BUY
$68.82 - $75.98 $152,436 - $168,295
2,215 Added 13.04%
19,197 $1.46 Million
Q4 2023

Feb 06, 2024
SELL
$61.16 - $70.24 $15,473 - $17,770
-253 Reduced 1.47%
16,982 $1.19 Million
Q3 2023

Nov 03, 2023
BUY
$64.45 - $69.39 $1,353 - $1,457
21 Added 0.12%
17,235 $1.11 Million
Q2 2023

Aug 01, 2023
BUY
$63.33 - $67.21 $144,455 - $153,306
2,281 Added 15.27%
17,214 $1.15 Million
Q1 2023

May 05, 2023
BUY
$62.59 - $69.3 $1,126 - $1,247
18 Added 0.12%
14,933 $979,000
Q4 2022

Feb 14, 2023
SELL
$64.27 - $69.24 $97,433 - $104,967
-1,516 Reduced 9.23%
14,915 $984,000
Q3 2022

Nov 14, 2022
BUY
N/A
336 Added 2.09%
16,431 $961,000
Q2 2022

Aug 05, 2022
SELL
N/A
-39 Reduced 0.24%
16,095 $1.01 Million
Q1 2022

May 16, 2022
BUY
N/A
641 Added 4.14%
16,134 $1.15 Million
Q4 2021

Mar 08, 2022
BUY
N/A
395 Added 2.62%
15,493 $1.13 Million
Q3 2021

Nov 30, 2021
BUY
N/A
20 Added 0.13%
15,098 $1.02 Million
Q2 2021

Aug 13, 2021
BUY
N/A
20 Added 0.13%
15,078 $1.03 Million
Q1 2021

May 17, 2021
SELL
N/A
-478 Reduced 3.08%
15,058 $983,000
Q4 2020

Feb 16, 2021
SELL
N/A
-150 Reduced 0.96%
15,536 $925,000
Q3 2020

Nov 16, 2020
SELL
N/A
-1,137 Reduced 6.76%
15,686 $819,000
Q2 2020

Aug 11, 2020
BUY
N/A
53 Added 0.32%
16,823 $843,000
Q1 2020

May 19, 2020
SELL
N/A
-1,204 Reduced 6.7%
16,770 $742,000
Q4 2019

Feb 14, 2020
BUY
N/A
17,974 New
17,974 $1.08 Million

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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