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Schwab Strategic Tr us reit etf shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Schwab Strategic Tr us reit etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us reit etf 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 reit etf by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 108k 20.71
2023-09-30 $1.9M 105k 17.75
2023-06-30 $3.2M 163k 19.53
2023-03-31 $3.3M 171k 19.50
2022-12-31 $3.3M 171k 19.29