Pacific Capital Wealth Advisors, Inc Schwab Strategic U.S. Reit ETF Transaction History

Pacific Capital Wealth Advisors, Inc

$544 Million
Q2 2025

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 118,138 shares of SCHH stock, worth $2.51 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

118,138

Previous 124,294 4.95%

Holding current value

$2.51 Million

Previous $2.65 Million 5.59%

% of portfolio

0.46%

Previous 0.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$18.94 - $21.67 $116,594 - $133,400	-6,156 Reduced 4.95%	118,138 $2.5 Million
Q2 2024 Aug 06, 2024	BUY	$18.53 - $20.2 $293,644 - $320,109	15,847 Added 14.61%	124,294 $2.48 Million
Q4 2023 Feb 06, 2024	BUY	$16.76 - $20.95 $61,643 - $77,054	3,678 Added 3.51%	108,447 $2.25 Million
Q3 2023 Nov 03, 2023	SELL	$17.52 - $20.27 $1.02 Million - $1.18 Million	-58,408 Reduced 35.79%	104,769 $1.86 Million
Q2 2023 Aug 01, 2023	SELL	$18.34 - $19.64 $135,697 - $145,316	-7,399 Reduced 4.34%	163,177 $3.19 Million
Q4 2022 Feb 14, 2023	BUY	$17.68 - $20.46 $3.02 Million - $3.49 Million	170,576 New	170,576 $3.29 Million

Others Institutions Holding SCHH

# of Institutions

562

Shares Held

178M

Call Options Held

18.2K

Put Options Held

7.5K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

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Pacific Capital Wealth Advisors, Inc Schwab Strategic U.S. Reit ETF Transaction History