Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr 5 10 Yr C Transaction History

Pacific Capital Wealth Advisors, Inc

  • $592 Million
  • Q3 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 17,898 shares of SCHI stock, worth $395,008. This represents 0.14% of its overall portfolio holdings.

Number of Shares
17,898
Previous 7,559 136.78%
Holding current value
$395,008
Previous $333,000 148.05%
% of portfolio
0.14%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$43.73 - $46.29 $452,124 - $478,592
10,339 Added 136.78%
17,898 $826,000
Q2 2024

Aug 06, 2024
BUY
$43.11 - $44.42 $325,868 - $335,770
7,559 New
7,559 $333,000

Others Institutions Holding SCHI

# of Institutions
195
Shares Held
19.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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