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 127,840 shares of SCHX stock, worth $8.37 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
127,840
Previous 128,899
0.82%
Holding current value
$8.37 Million
Previous $7.27 Million
9.13%
% of portfolio
1.87%
Previous 1.85%
Shares
18 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.39 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.3 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$832 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$689 Million24.51% of portfolio