Pacific Capital Wealth Advisors, Inc Schwab Strategic U.S. Reit ETF Transaction History

Pacific Capital Wealth Advisors, Inc

  • $576 Million
  • Q1 2025

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 124,294 shares of SCHH stock, worth $2.57 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
124,294
Previous 124,294 -0.0%
Holding current value
$2.57 Million
Previous $2.62 Million 1.15%
% of portfolio
0.46%
Previous 0.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$18.53 - $20.2 $293,644 - $320,109
15,847 Added 14.61%
124,294 $2.48 Million
Q4 2023

Feb 06, 2024
BUY
$16.76 - $20.95 $61,643 - $77,054
3,678 Added 3.51%
108,447 $2.25 Million
Q3 2023

Nov 03, 2023
SELL
$17.52 - $20.27 $1.02 Million - $1.18 Million
-58,408 Reduced 35.79%
104,769 $1.86 Million
Q2 2023

Aug 01, 2023
SELL
$18.34 - $19.64 $135,697 - $145,316
-7,399 Reduced 4.34%
163,177 $3.19 Million
Q4 2022

Feb 14, 2023
BUY
$17.68 - $20.46 $3.02 Million - $3.49 Million
170,576 New
170,576 $3.29 Million

Others Institutions Holding SCHH

# of Institutions
558
Shares Held
178M
Call Options Held
20.1K
Put Options Held
81.7K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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