Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr Us Broad M Transaction History

Pacific Capital Wealth Advisors, Inc

  • $598 Million
  • Q4 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 62,170 shares of SCHB stock, worth $1.47 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
62,170
Previous 22,489 176.45%
Holding current value
$1.47 Million
Previous $1.5 Million 5.62%
% of portfolio
0.24%
Previous 0.25%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$22.01 - $66.82 $873,378 - $2.65 Million
39,681 Added 176.45%
62,170 $1.41 Million
Q3 2024

Oct 15, 2024
SELL
$59.93 - $66.52 $113,387 - $125,855
-1,892 Reduced 7.76%
22,489 $1.5 Million
Q2 2024

Aug 06, 2024
SELL
$57.57 - $63.3 $2,820 - $3,101
-49 Reduced 0.2%
24,381 $1.53 Million
Q1 2024

May 15, 2024
SELL
$54.61 - $61.05 $779,503 - $871,427
-14,274 Reduced 36.88%
24,430 $1.49 Million
Q4 2023

Feb 06, 2024
SELL
$47.61 - $55.91 $554,466 - $651,127
-11,646 Reduced 23.13%
38,704 $2.15 Million
Q3 2023

Nov 03, 2023
SELL
$49.59 - $53.57 $20,976 - $22,660
-423 Reduced 0.83%
50,350 $2.51 Million
Q2 2023

Aug 01, 2023
SELL
$47.08 - $51.7 $149,573 - $164,250
-3,177 Reduced 5.89%
50,773 $2.62 Million
Q1 2023

May 05, 2023
SELL
$44.47 - $49.23 $1.01 Million - $1.12 Million
-22,672 Reduced 29.59%
53,950 $2.58 Million
Q4 2022

Feb 14, 2023
SELL
$41.94 - $47.81 $930,648 - $1.06 Million
-22,190 Reduced 22.46%
76,622 $3.43 Million
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $276,126 - $332,942
6,576 Added 7.13%
98,812 $4.15 Million
Q2 2022

Aug 05, 2022
SELL
$42.93 - $53.98 $37,263 - $46,854
-868 Reduced 0.93%
92,236 $4.08 Million
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $2.3 Million - $2.66 Million
46,761 Added 100.9%
93,104 $4.97 Million
Q4 2021

Mar 08, 2022
BUY
$51.87 - $56.86 $254,214 - $278,670
4,901 Added 11.83%
46,343 $5.24 Million
Q3 2021

Nov 30, 2021
BUY
$51.32 - $54.83 $1.01 Million - $1.08 Million
19,630 Added 90.0%
41,442 $4.3 Million
Q2 2021

Aug 13, 2021
BUY
$48.92 - $52.14 $1.07 Million - $1.14 Million
21,812 New
21,812 $2.27 Million
Q4 2020

Feb 16, 2021
SELL
$39.03 - $45.5 $7,688 - $8,963
-197 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$36.93 - $42.52 $7,275 - $8,376
197 New
197 $16,000

Others Institutions Holding SCHB

# of Institutions
1,190
Shares Held
231M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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