Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr Us Large C Transaction History
Pacific Capital Wealth Advisors, Inc
- $598 Million
- Q4 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 50,201 shares of SCHV stock, worth $1.38 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
50,201
Previous 17,379
188.86%
Holding current value
$1.38 Million
Previous $1.4 Million
6.3%
% of portfolio
0.22%
Previous 0.24%
Shares
21 transactions
Others Institutions Holding SCHV
# of Institutions
884Shares Held
322MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.52 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.07 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$880 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$439 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$279 Million0.66% of portfolio