SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q1 2025
Shares 24,996 Value ($000) $579 Avg Close — Range —
Q4 2024
Shares 24,996 Value ($000) $567 Avg Close — Range —
Q3 2024
Shares 12,498 Value ($000) $594 Avg Close — Range —
Q2 2024
Shares 5,506 Value ($000) $251 Avg Close — Range —
Q1 2024
Shares 5,506 Value ($000) $253 Avg Close — Range —
Q4 2023
Shares 5,506 Value ($000) $257 Avg Close — Range —
Q3 2023
Shares 9,407 Value ($000) $416 Avg Close — Range —