SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

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

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

Q4 2025
Shares 24,490 Value ($000) $563 Avg Close — Range —
Q3 2025
Shares 24,490 Value ($000) $565 Avg Close — Range —
Q2 2025
Shares 24,761 Value ($000) $559 Avg Close — Range —
Q1 2025
Shares 36,388 Value ($000) $817 Avg Close — Range —
Q4 2024
Shares 36,385 Value ($000) $803 Avg Close — Range —
Q3 2024
Shares 17,898 Value ($000) $826 Avg Close — Range —
Q2 2024
Shares 7,559 Value ($000) $333 Avg Close — Range —