Pacific Capital Wealth Advisors, Inc Schwab Us Aggregate Bond ETF Transaction History

Pacific Capital Wealth Advisors, Inc

  • $592 Million
  • Q3 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 12,498 shares of SCHZ stock, worth $287,079. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,498
Previous 5,506 126.99%
Holding current value
$287,079
Previous $250,000 137.2%
% of portfolio
0.1%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$45.2 - $47.87 $316,038 - $334,707
6,992 Added 126.99%
12,498 $593,000
Q4 2023

Feb 06, 2024
SELL
$43.09 - $46.83 $168,094 - $182,683
-3,901 Reduced 41.47%
5,506 $256,000
Q3 2023

Nov 03, 2023
BUY
$44.14 - $46.33 $415,224 - $435,826
9,407 New
9,407 $416,000

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.7M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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