Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr Long Term 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 Long Term stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 3,982 shares of SCHQ stock, worth $131,525. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,982
Previous 3,982
-0.0%
Holding current value
$131,525
Previous $130,000
6.92%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHQ
# of Institutions
99Shares Held
13.9MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.56MShares$84.6 Million11.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$78.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.27MShares$42 Million0.01% of portfolio
-
Mirae Asset Global Investments Co., Ltd.989KShares$32.7 Million0.15% of portfolio
-
Sfmg, LLC636KShares$21 Million1.83% of portfolio