Pacific Capital Wealth Advisors, Inc Schwab Intermediate Term Us Tr Transaction History

Pacific Capital Wealth Advisors, Inc

  • $577 Million
  • Q3 2025

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 17,969 shares of SCHR stock, worth $451,201. This represents 0.08% of its overall portfolio holdings.

Number of Shares
17,969
Holding current value
$451,201
% of portfolio
0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$24.69 - $25.26 $443,654 - $453,896
17,969 New
17,969 $451,000
Q2 2022

Aug 05, 2022
SELL
$50.08 - $52.78 $19,681 - $20,742
-393 Reduced 4.37%
8,601 $444,000
Q1 2022

May 16, 2022
SELL
$52.72 - $55.84 $3,268 - $3,462
-62 Reduced 0.68%
8,994 $479,000
Q4 2021

Mar 08, 2022
BUY
$55.82 - $56.81 $223 - $227
4 Added 0.04%
9,056 $508,000
Q3 2021

Nov 30, 2021
BUY
$56.59 - $57.62 $120,819 - $123,018
2,135 Added 30.87%
9,052 $513,000
Q2 2021

Aug 13, 2021
BUY
$56.38 - $57.16 $389,980 - $395,375
6,917 New
6,917 $393,000

Others Institutions Holding SCHR

# of Institutions
515
Shares Held
385M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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