Pacific Capital Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $694K | Sell |
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|
2025
Q2 | $683K | Sell |
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|
2025
Q1 | $1.32M | Sell |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.53M | Sell |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $2.15M | Sell |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $2.62M | Sell |
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|
2023
Q1 | $2.58M | Sell |
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|
2022
Q4 | $3.43M | Sell |
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|
2022
Q3 | $4.15M | Buy |
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|
2022
Q2 | $4.08M | Sell |
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|
2022
Q1 | $4.97M | Buy |
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|
2021
Q4 | $5.24M | Buy |
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|
2021
Q3 | $4.3M | Buy |
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|
2021
Q2 | $2.27M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $16K | Buy |
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