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

Pacific Capital Wealth Advisors, Inc

$577 Million
Q3 2025

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 27,000 shares of SCHB stock, worth $697,140. This represents 0.12% of its overall portfolio holdings.

Number of Shares

27,000

Previous 28,500 5.26%

Holding current value

$697,140

Previous $679,000 2.21%

% of portfolio

0.12%

Previous 0.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$23.82 - $25.84 $35,730 - $38,760	-1,500 Reduced 5.26%	27,000 $694,000
Q2 2025 Jul 09, 2025	SELL	$19.1 - $23.83 $628,275 - $783,864	-32,894 Reduced 53.58%	28,500 $679,000
Q1 2025 Apr 17, 2025	SELL	$21.23 - $23.75 $16,474 - $18,430	-776 Reduced 1.25%	61,394 $1.32 Million
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

1,386

Shares Held

493M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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