Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr Intl Eqty Transaction History

Pacific Capital Wealth Advisors, Inc

$576 Million
Q1 2025

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 264,137 shares of SCHF stock, worth $5.21 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

264,137

Previous 283,052 6.68%

Holding current value

$5.21 Million

Previous $5.24 Million 0.69%

% of portfolio

0.91%

Previous 0.88%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$18.36 - $20.51 $347,279 - $387,946	-18,915 Reduced 6.68%	264,137 $5.27 Million
Q4 2024 Jan 22, 2025	BUY	$18.41 - $40.87 $2.57 Million - $5.7 Million	139,574 Added 97.28%	283,052 $5.24 Million
Q3 2024 Oct 15, 2024	SELL	$36.98 - $41.55 $120,739 - $135,660	-3,265 Reduced 2.22%	143,478 $5.9 Million
Q2 2024 Aug 06, 2024	SELL	$37.19 - $39.82 $11,528 - $12,344	-310 Reduced 0.21%	146,743 $5.64 Million
Q1 2024 May 15, 2024	SELL	$35.71 - $39.11 $13,676 - $14,979	-383 Reduced 0.26%	147,053 $5.74 Million
Q4 2023 Feb 06, 2024	BUY	$32.37 - $37.01 $76,231 - $87,158	2,355 Added 1.62%	147,436 $5.45 Million
Q3 2023 Nov 03, 2023	BUY	$33.82 - $36.71 $10,788 - $11,710	319 Added 0.22%	145,081 $4.93 Million
Q2 2023 Aug 01, 2023	SELL	$34.48 - $36.54 $34,376 - $36,430	-997 Reduced 0.68%	144,762 $5.16 Million
Q1 2023 May 05, 2023	SELL	$32.42 - $35.44 $73,269 - $80,094	-2,260 Reduced 1.53%	145,759 $5.07 Million
Q4 2022 Feb 14, 2023	BUY	$28.0 - $33.87 $459,788 - $556,179	16,421 Added 12.48%	148,019 $4.77 Million
Q3 2022 Nov 14, 2022	BUY	$28.01 - $33.61 $269,708 - $323,630	9,629 Added 7.89%	131,598 $3.7 Million
Q2 2022 Aug 05, 2022	SELL	$31.13 - $37.19 $36,204 - $43,251	-1,163 Reduced 0.94%	121,969 $3.84 Million
Q1 2022 May 16, 2022	SELL	$33.67 - $39.47 $6,969 - $8,170	-207 Reduced 0.17%	123,132 $4.52 Million
Q4 2021 Mar 08, 2022	SELL	$37.77 - $40.6 $55,370 - $59,519	-1,466 Reduced 1.17%	123,339 $4.79 Million
Q3 2021 Nov 30, 2021	SELL	$38.35 - $40.79 $530,879 - $564,655	-13,843 Reduced 9.98%	124,805 $4.83 Million
Q2 2021 Aug 13, 2021	SELL	$38.15 - $40.84 $152,485 - $163,237	-3,997 Reduced 2.8%	138,648 $5.47 Million
Q1 2021 May 17, 2021	BUY	$35.74 - $38.15 $59,221 - $63,214	1,657 Added 1.18%	142,645 $5.37 Million
Q4 2020 Feb 16, 2021	BUY	$30.32 - $36.26 $35,080 - $41,952	1,157 Added 0.83%	140,988 $5.08 Million
Q3 2020 Nov 16, 2020	BUY	$29.85 - $32.42 $247,844 - $269,183	8,303 Added 6.31%	139,831 $4.39 Million
Q2 2020 Aug 11, 2020	SELL	$24.62 - $31.42 $405,269 - $517,204	-16,461 Reduced 11.12%	131,528 $3.91 Million
Q1 2020 May 19, 2020	SELL	$22.3 - $34.12 $876,300 - $1.34 Million	-39,296 Reduced 20.98%	147,989 $3.82 Million
Q4 2019 Feb 14, 2020	BUY	$30.95 - $33.72 $5.8 Million - $6.32 Million	187,285 New	187,285 $6.3 Million

Others Institutions Holding SCHF

# of Institutions

1,381

Shares Held

1.51B

Call Options Held

38.7K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

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Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr Intl Eqty Transaction History