SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q4 2025
Shares 29,725 Value ($000) $880 Avg Close — Range —
Q3 2025
Shares 29,725 Value ($000) $865 Avg Close — Range —
Q2 2025
Shares 29,725 Value ($000) $831 Avg Close — Range —
Q1 2025
Shares 50,253 Value ($000) $1,336 Avg Close — Range —
Q4 2024
Shares 50,201 Value ($000) $1,309 Avg Close — Range —
Q3 2024
Shares 17,379 Value ($000) $1,397 Avg Close — Range —
Q2 2024
Shares 19,123 Value ($000) $1,417 Avg Close — Range —
Q1 2024
Shares 19,197 Value ($000) $1,459 Avg Close — Range —
Q4 2023
Shares 16,982 Value ($000) $1,190 Avg Close — Range —
Q3 2023
Shares 17,235 Value ($000) $1,111 Avg Close — Range —
Q2 2023
Shares 17,214 Value ($000) $1,155 Avg Close — Range —
Q1 2023
Shares 14,933 Value ($000) $979 Avg Close — Range —
Q4 2022
Shares 14,915 Value ($000) $985 Avg Close — Range —
Q3 2022
Shares 16,431 Value ($000) $961 Avg Close — Range —
Q2 2022
Shares 16,095 Value ($000) $1,005 Avg Close — Range —
Q1 2022
Shares 16,134 Value ($000) $1,152 Avg Close — Range —
Q4 2021
Shares 15,493 Value ($000) $1,134 Avg Close — Range —
Q3 2021
Shares 15,098 Value ($000) $1,019 Avg Close — Range —
Q2 2021
Shares 15,078 Value ($000) $1,031 Avg Close — Range —
Q1 2021
Shares 15,058 Value ($000) $983 Avg Close — Range —
Q4 2020
Shares 15,536 Value ($000) $925 Avg Close — Range —
Q3 2020
Shares 15,686 Value ($000) $819 Avg Close — Range —
Q2 2020
Shares 16,823 Value ($000) $843 Avg Close — Range —
Q1 2020
Shares 16,770 Value ($000) $742 Avg Close — Range —
Q4 2019
Shares 17,974 Value ($000) $1,081 Avg Close — Range —