Schwab Strategic Tr intrm trm shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $452k | 18k | 25.13 |
| 2022-06-30 | $444k | 8.6k | 51.62 |
| 2022-03-31 | $479k | 9.0k | 53.26 |
| 2021-12-31 | $508k | 9.1k | 56.10 |
| 2021-09-30 | $513k | 9.1k | 56.67 |
| 2021-06-30 | $393k | 6.9k | 56.82 |
More positions owned by Pacific Capital Wealth Advisors
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