Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 92,195 shares of SCHG stock, worth $2.97 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
92,195
Previous 92,201 0.01%
Holding current value
$2.97 Million
Previous $2.69 Million 9.21%
% of portfolio
0.51%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,685
Shares Held
855M
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
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