Schwab U S Broad Market ETF shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $694k | 27k | 25.71 |
| 2025-06-30 | $683k | 29k | 23.97 |
| 2025-03-31 | $1.3M | 61k | 21.53 |
| 2024-12-31 | $1.4M | 62k | 22.70 |
| 2024-09-30 | $1.5M | 23k | 66.52 |
| 2024-06-30 | $1.5M | 24k | 62.87 |
| 2024-03-31 | $1.5M | 24k | 61.05 |
| 2023-12-31 | $2.2M | 39k | 55.67 |
| 2023-09-30 | $2.5M | 50k | 49.85 |
| 2023-06-30 | $2.6M | 51k | 51.70 |
| 2023-03-31 | $2.6M | 54k | 47.85 |
| 2022-12-31 | $3.4M | 77k | 44.81 |
| 2022-09-30 | $4.1M | 99k | 41.99 |
| 2022-06-30 | $4.1M | 92k | 44.19 |
| 2022-03-31 | $5.0M | 93k | 53.39 |
| 2021-12-31 | $5.2M | 46k | 113.01 |
| 2021-09-30 | $4.3M | 41k | 103.86 |
| 2021-06-30 | $2.3M | 22k | 104.25 |
| 2020-09-30 | $16k | 197 | 81.22 |
More positions owned by Pacific Capital Wealth Advisors
View all positions for Pacific Capital Wealth Advisors