Schwab Strategic Tr long term us shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in Schwab Strategic Tr long term us
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All positions including Schwab Strategic Tr long term us 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 long term us by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $125k | 4.0k | 31.43 |
| 2024-09-30 | $139k | 4.0k | 34.99 |
| 2024-06-30 | $131k | 4.0k | 32.81 |
| 2024-03-31 | $134k | 4.0k | 33.73 |
| 2023-12-31 | $140k | 4.0k | 35.08 |
More positions owned by Pacific Capital Wealth Advisors
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Top funds holding Schwab Strategic Tr long term us
View all funds holding Schwab Strategic Tr long term us