Schwab Strategic Tr cmn shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 17k | 80.37 |
| 2024-06-30 | $1.4M | 19k | 74.08 |
| 2024-03-31 | $1.5M | 19k | 75.98 |
| 2023-12-31 | $1.2M | 17k | 70.10 |
| 2023-09-30 | $1.1M | 17k | 64.46 |
| 2023-06-30 | $1.2M | 17k | 67.09 |
| 2023-03-31 | $979k | 15k | 65.58 |
| 2022-12-31 | $985k | 15k | 66.02 |
| 2022-09-30 | $961k | 16k | 58.49 |
| 2022-06-30 | $1.0M | 16k | 62.44 |
| 2022-03-31 | $1.2M | 16k | 71.40 |
| 2021-12-31 | $1.1M | 16k | 73.19 |
| 2021-09-30 | $1.0M | 15k | 67.49 |
| 2021-06-30 | $1.0M | 15k | 68.38 |
| 2021-03-31 | $983k | 15k | 65.28 |
| 2020-12-31 | $925k | 16k | 59.54 |
| 2020-09-30 | $819k | 16k | 52.21 |
| 2020-06-30 | $843k | 17k | 50.11 |
| 2020-03-31 | $742k | 17k | 44.25 |
| 2019-12-31 | $1.1M | 18k | 60.14 |
More positions owned by Pacific Capital Wealth Advisors
View all positions for Pacific Capital Wealth Advisors