SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 498,098 Value ($000) $13,663 Avg Close — Range —
Q3 2025
Shares 511,618 Value ($000) $13,967 Avg Close — Range —
Q2 2025
Shares 638,509 Value ($000) $17,278 Avg Close — Range —
Q1 2025
Shares 599,235 Value ($000) $16,755 Avg Close — Range —
Q4 2024
Shares 537,976 Value ($000) $14,697 Avg Close — Range —
Q3 2024
Shares 146,013 Value ($000) $12,342 Avg Close — Range —
Q2 2024
Shares 121,044 Value ($000) $9,412 Avg Close — Range —
Q1 2024
Shares 57,360 Value ($000) $4,625 Avg Close — Range —
Q4 2023
Shares 57,730 Value ($000) $4,395 Avg Close — Range —
Q3 2023
Shares 57,869 Value ($000) $4,095 Avg Close — Range —
Q2 2023
Shares 57,931 Value ($000) $4,207 Avg Close — Range —
Q1 2023
Shares 58,079 Value ($000) $4,249 Avg Close — Range —
Q4 2022
Shares 58,268 Value ($000) $4,402 Avg Close — Range —
Q3 2022
Shares 58,801 Value ($000) $3,906 Avg Close — Range —
Q2 2022
Shares 71,866 Value ($000) $5,148 Avg Close — Range —
Q1 2022
Shares 72,128 Value ($000) $5,690 Avg Close — Range —
Q4 2021
Shares 72,127 Value ($000) $5,830 Avg Close — Range —
Q3 2021
Shares 72,177 Value ($000) $5,358 Avg Close — Range —
Q2 2021
Shares 25,996 Value ($000) $1,966 Avg Close — Range —
Q1 2021
Shares 25,794 Value ($000) $1,881 Avg Close — Range —
Q4 2020
Shares 25,009 Value ($000) $1,604 Avg Close — Range —
Q3 2020
Shares 15,658 Value ($000) $866 Avg Close — Range —
Q2 2020
Shares 15,658 Value ($000) $810 Avg Close — Range —
Q1 2020
Shares 11,763 Value ($000) $529 Avg Close — Range —
Q4 2019
Shares 10,254 Value ($000) $594 Avg Close — Range —