Schwab Strategic Tr 0 shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $908k | 34k | 26.61 |
| 2025-12-31 | $1.4M | 51k | 26.49 |
| 2025-09-30 | $1.4M | 51k | 26.95 |
| 2025-06-30 | $1.7M | 64k | 26.48 |
| 2025-03-31 | $4.8M | 178k | 26.89 |
| 2024-12-31 | $5.5M | 212k | 25.83 |
| 2024-09-30 | $7.8M | 146k | 53.63 |
| 2024-06-30 | $12M | 235k | 52.01 |
| 2024-03-31 | $12M | 221k | 52.16 |
| 2023-12-31 | $12M | 229k | 52.20 |
| 2023-09-30 | $13M | 249k | 50.49 |
| 2023-06-30 | $14M | 265k | 52.43 |
| 2023-03-31 | $14M | 265k | 53.61 |
| 2022-12-31 | $14M | 272k | 51.79 |
| 2022-09-30 | $16M | 301k | 51.80 |
| 2022-06-30 | $15M | 263k | 55.80 |
| 2022-03-31 | $13M | 209k | 60.71 |
| 2021-12-31 | $13M | 199k | 62.89 |
| 2021-09-30 | $12M | 191k | 62.58 |
| 2021-06-30 | $992k | 16k | 62.54 |
More positions owned by Pacific Capital Wealth Advisors
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