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Schwab Strategic Tr us aggregate b shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $257k 5.5k 46.62
2023-09-30 $416k 9.4k 44.23