Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr Us Large C Transaction History

Pacific Capital Wealth Advisors, Inc

  • $576 Million
  • Q4 2025

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 92,208 shares of SCHG stock, worth $2.97 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
92,208
Previous 92,195 0.01%
Holding current value
$2.97 Million
Previous $2.94 Million 1.12%
% of portfolio
0.52%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$31.41 - $33.69 $408 - $437
13 Added 0.01%
92,208 $2.97 Million
Q3 2025

Oct 29, 2025
SELL
$28.92 - $32.19 $173 - $193
-6 Reduced 0.01%
92,195 $2.94 Million
Q2 2025

Jul 09, 2025
BUY
$22.27 - $29.21 $2.05 Million - $2.69 Million
92,201 New
92,201 $2.69 Million

Others Institutions Holding SCHG

# of Institutions
1,704
Shares Held
863M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email