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

Pacific Capital Wealth Advisors, Inc

$577 Million
Q3 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 99,916 shares of SCHH stock, worth $2.12 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

99,916

Previous 118,138 15.42%

Holding current value

$2.12 Million

Previous $2.5 Million 13.77%

% of portfolio

0.37%

Previous 0.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$20.76 - $21.78 $378,288 - $396,875	-18,222 Reduced 15.42%	99,916 $2.16 Million
Q2 2025 Jul 09, 2025	SELL	$18.94 - $21.67 $116,594 - $133,400	-6,156 Reduced 4.95%	118,138 $2.5 Million
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

600

Shares Held

182M

Call Options Held

24.3K

Put Options Held

21.4K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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