SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

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

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

Q4 2025
Shares 99,916 Value ($000) $2,087 Avg Close Range
Q3 2025
Shares 99,916 Value ($000) $2,155 Avg Close Range
Q2 2025
Shares 118,138 Value ($000) $2,500 Avg Close Range
Q1 2025
Shares 124,294 Value ($000) $2,674 Avg Close Range
Q4 2024
Shares 124,294 Value ($000) $2,618 Avg Close Range
Q3 2024
Shares 124,294 Value ($000) $2,880 Avg Close Range
Q2 2024
Shares 124,294 Value ($000) $2,482 Avg Close Range
Q1 2024
Shares 108,447 Value ($000) $2,201 Avg Close Range
Q4 2023
Shares 108,447 Value ($000) $2,246 Avg Close Range
Q3 2023
Shares 104,769 Value ($000) $1,860 Avg Close Range
Q2 2023
Shares 163,177 Value ($000) $3,187 Avg Close Range
Q1 2023
Shares 170,576 Value ($000) $3,326 Avg Close Range
Q4 2022
Shares 170,576 Value ($000) $3,290 Avg Close Range