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
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Quarterly reported holdings in Schwab Strategic Tr cmn by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
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