SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q4 2025
Shares 43,961 Value ($000) $1,071 Avg Close Range
Q3 2025
Shares 43,632 Value ($000) $1,065 Avg Close Range
Q2 2025
Shares 33,269 Value ($000) $807 Avg Close Range
Q1 2025
Shares 27,871 Value ($000) $678 Avg Close Range
Q4 2024
Shares 25,266 Value ($000) $608 Avg Close Range
Q1 2023
Shares 12,890 Value ($000) $629 Avg Close Range
Q4 2022
Shares 12,890 Value ($000) $622 Avg Close Range
Q3 2022
Shares 22,321 Value ($000) $1,077 Avg Close Range
Q2 2022
Shares 41,548 Value ($000) $2,044 Avg Close Range
Q1 2022
Shares 41,912 Value ($000) $2,076 Avg Close Range
Q4 2021
Shares 44,294 Value ($000) $2,252 Avg Close Range
Q3 2021
Shares 41,505 Value ($000) $2,125 Avg Close Range
Q2 2021
Shares 37,501 Value ($000) $1,921 Avg Close Range
Q1 2021
Shares 35,850 Value ($000) $1,839 Avg Close Range
Q4 2020
Shares 24,742 Value ($000) $1,271 Avg Close Range
Q3 2020
Shares 24,742 Value ($000) $1,274 Avg Close Range
Q2 2020
Shares 24,742 Value ($000) $1,277 Avg Close Range
Q1 2020
Shares 24,742 Value ($000) $1,280 Avg Close Range
Q4 2019
Shares 24,740 Value ($000) $1,249 Avg Close Range