SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

PACIFIC CAPITAL WEALTH ADVISORS, INC's Holding History (CIK: 0001803523)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 144,753 Value ($000) $3,895 Avg Close — Range —
Q3 2025
Shares 146,703 Value ($000) $3,864 Avg Close — Range —
Q2 2025
Shares 152,802 Value ($000) $3,757 Avg Close — Range —
Q1 2025
Shares 353,904 Value ($000) $7,814 Avg Close — Range —
Q4 2024
Shares 349,498 Value ($000) $8,101 Avg Close — Range —
Q3 2024
Shares 121,186 Value ($000) $8,223 Avg Close — Range —
Q2 2024
Shares 127,418 Value ($000) $8,187 Avg Close — Range —
Q1 2024
Shares 127,840 Value ($000) $7,934 Avg Close — Range —
Q4 2023
Shares 128,899 Value ($000) $7,270 Avg Close — Range —
Q3 2023
Shares 129,691 Value ($000) $6,562 Avg Close — Range —
Q2 2023
Shares 130,341 Value ($000) $6,826 Avg Close — Range —
Q1 2023
Shares 137,300 Value ($000) $6,641 Avg Close — Range —
Q4 2022
Shares 139,281 Value ($000) $6,289 Avg Close — Range —
Q3 2022
Shares 183,152 Value ($000) $7,756 Avg Close — Range —
Q2 2022
Shares 213,143 Value ($000) $9,519 Avg Close — Range —
Q1 2022
Shares 213,720 Value ($000) $11,509 Avg Close — Range —
Q4 2021
Shares 107,071 Value ($000) $12,187 Avg Close — Range —
Q3 2021
Shares 107,498 Value ($000) $11,183 Avg Close — Range —
Q2 2021
Shares 94,467 Value ($000) $9,822 Avg Close — Range —
Q1 2021
Shares 95,797 Value ($000) $9,199 Avg Close — Range —
Q4 2020
Shares 126,638 Value ($000) $11,518 Avg Close — Range —
Q3 2020
Shares 125,556 Value ($000) $10,124 Avg Close — Range —
Q2 2020
Shares 122,878 Value ($000) $9,105 Avg Close — Range —
Q1 2020
Shares 122,942 Value ($000) $7,530 Avg Close — Range —
Q4 2019
Shares 119,810 Value ($000) $9,203 Avg Close — Range —