Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr Intl Eqty 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 Intl Eqty stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 283,052 shares of SCHF stock, worth $5.66 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
283,052
Previous 143,478
97.28%
Holding current value
$5.66 Million
Previous $5.9 Million
11.24%
% of portfolio
0.88%
Previous 1.0%
Shares
21 transactions
Others Institutions Holding SCHF
# of Institutions
1,371Shares Held
1.42BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.7 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.62 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.45 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.43 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$834 Million0.75% of portfolio