Pacific Capital Wealth Advisors, Inc Schwab Short Term Us Treasury Transaction History

Pacific Capital Wealth Advisors, Inc

$598 Million
Q4 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 25,266 shares of SCHO stock, worth $612,700. This represents 0.1% of its overall portfolio holdings.

Number of Shares

25,266

Holding current value

$612,700

% of portfolio

0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$24.06 - $48.88 $607,899 - $1.24 Million	25,266 New	25,266 $607,000
Q4 2022 Feb 14, 2023	SELL	$47.89 - $48.47 $451,650 - $457,120	-9,431 Reduced 42.25%	12,890 $621,000
Q3 2022 Nov 14, 2022	SELL	$48.15 - $49.37 $925,780 - $949,236	-19,227 Reduced 46.28%	22,321 $1.08 Million
Q2 2022 Aug 05, 2022	SELL	$48.73 - $49.59 $17,737 - $18,050	-364 Reduced 0.87%	41,548 $2.04 Million
Q1 2022 May 16, 2022	SELL	$49.47 - $50.82 $117,837 - $121,053	-2,382 Reduced 5.38%	41,912 $2.08 Million
Q4 2021 Mar 08, 2022	BUY	$50.83 - $51.21 $141,764 - $142,824	2,789 Added 6.72%	44,294 $2.25 Million
Q3 2021 Nov 30, 2021	BUY	$51.18 - $51.3 $204,924 - $205,405	4,004 Added 10.68%	41,505 $2.13 Million
Q2 2021 Aug 13, 2021	BUY	$51.19 - $51.33 $84,514 - $84,745	1,651 Added 4.61%	37,501 $1.92 Million
Q1 2021 May 17, 2021	BUY	$51.27 - $51.41 $569,507 - $571,062	11,108 Added 44.9%	35,850 $1.84 Million
Q1 2020 May 19, 2020	BUY	$50.48 - $51.73 $100 - $103	2 Added 0.01%	24,742 $1.28 Million
Q4 2019 Feb 14, 2020	BUY	$50.38 - $50.71 $1.25 Million - $1.25 Million	24,740 New	24,740 $1.25 Million

Others Institutions Holding SCHO

# of Institutions

663

Shares Held

344M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Pacific Capital Wealth Advisors, Inc Schwab Short Term Us Treasury Transaction History