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

Pacific Capital Wealth Advisors, Inc

  • $576 Million
  • Q1 2025

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 50,253 shares of SCHV stock, worth $1.3 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
50,253
Previous 50,201 0.1%
Holding current value
$1.3 Million
Previous $1.31 Million 1.07%
% of portfolio
0.23%
Previous 0.22%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$25.77 - $27.6 $1,340 - $1,435
52 Added 0.1%
50,253 $1.32 Million
Q4 2024

Jan 22, 2025
BUY
$25.79 - $80.4 $846,479 - $2.64 Million
32,822 Added 188.86%
50,201 $1.31 Million
Q3 2024

Oct 15, 2024
SELL
$73.43 - $80.37 $128,061 - $140,165
-1,744 Reduced 9.12%
17,379 $1.4 Million
Q2 2024

Aug 06, 2024
SELL
$71.74 - $75.86 $5,308 - $5,613
-74 Reduced 0.39%
19,123 $1.42 Million
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
$59.13 - $69.24 $89,641 - $104,967
-1,516 Reduced 9.23%
14,915 $984,000
Q3 2022

Nov 14, 2022
BUY
$58.51 - $69.02 $19,659 - $23,190
336 Added 2.09%
16,431 $961,000
Q2 2022

Aug 05, 2022
SELL
$60.93 - $72.3 $2,376 - $2,819
-39 Reduced 0.24%
16,095 $1.01 Million
Q1 2022

May 16, 2022
BUY
$67.71 - $74.19 $43,402 - $47,555
641 Added 4.14%
16,134 $1.15 Million
Q4 2021

Mar 08, 2022
BUY
$67.9 - $73.3 $26,820 - $28,953
395 Added 2.62%
15,493 $1.13 Million
Q3 2021

Nov 30, 2021
BUY
$66.91 - $71.05 $1,338 - $1,421
20 Added 0.13%
15,098 $1.02 Million
Q2 2021

Aug 13, 2021
BUY
$65.81 - $69.75 $1,316 - $1,395
20 Added 0.13%
15,078 $1.03 Million
Q1 2021

May 17, 2021
SELL
$58.71 - $65.66 $28,063 - $31,385
-478 Reduced 3.08%
15,058 $983,000
Q4 2020

Feb 16, 2021
SELL
$50.83 - $59.53 $7,624 - $8,929
-150 Reduced 0.96%
15,536 $925,000
Q3 2020

Nov 16, 2020
SELL
$49.44 - $54.86 $56,213 - $62,375
-1,137 Reduced 6.76%
15,686 $819,000
Q2 2020

Aug 11, 2020
BUY
$42.21 - $55.29 $2,237 - $2,930
53 Added 0.32%
16,823 $843,000
Q1 2020

May 19, 2020
SELL
$38.4 - $61.03 $46,233 - $73,480
-1,204 Reduced 6.7%
16,770 $742,000
Q4 2019

Feb 14, 2020
BUY
$54.73 - $60.25 $983,717 - $1.08 Million
17,974 New
17,974 $1.08 Million

Others Institutions Holding SCHV

# of Institutions
908
Shares Held
331M
Call Options Held
0
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
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email