Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr Long Term Transaction History
Pacific Capital Wealth Advisors, Inc
- $598 Million
- Q4 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 3,982 shares of SCHQ stock, worth $125,074. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,982
Previous 3,982
-0.0%
Holding current value
$125,074
Previous $139,000
10.07%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHQ
# of Institutions
103Shares Held
14.4MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.74MShares$86 Million10.74% of portfolio
-
Bank Of America Corp Charlotte, NC2.36MShares$74.3 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.84MShares$57.7 Million0.02% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.22MShares$38.5 Million0.16% of portfolio
-
Sfmg, LLC635KShares$20 Million1.83% of portfolio