Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr 5 10 Yr C Transaction History

Pacific Capital Wealth Advisors, Inc

  • $544 Million
  • Q2 2025

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 24,761 shares of SCHI stock, worth $560,589. This represents 0.1% of its overall portfolio holdings.

Number of Shares
24,761
Previous 36,388 31.95%
Holding current value
$560,589
Previous $815,000 30.92%
% of portfolio
0.1%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$21.85 - $22.76 $254,049 - $264,630
-11,627 Reduced 31.95%
24,761 $563,000
Q1 2025

Apr 17, 2025
BUY
$21.77 - $22.56 $65 - $67
3 Added 0.01%
36,388 $815,000
Q4 2024

Jan 22, 2025
BUY
$22.02 - $46.16 $407,083 - $853,359
18,487 Added 103.29%
36,385 $803,000
Q3 2024

Oct 15, 2024
BUY
$43.73 - $46.29 $452,124 - $478,592
10,339 Added 136.78%
17,898 $826,000
Q2 2024

Aug 06, 2024
BUY
$43.11 - $44.42 $325,868 - $335,770
7,559 New
7,559 $333,000

Others Institutions Holding SCHI

# of Institutions
234
Shares Held
48.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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