Pacific Capital Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.03M Sell
184,122
-80,015
-30% -$1.75M 0.74% 18
2025
Q1
$5.22M Sell
264,137
-18,915
-7% -$374K 0.9% 18
2024
Q4
$5.24M Sell
283,052
-3,904
-1% -$72.2K 0.87% 19
2024
Q3
$5.9M Sell
286,956
-6,530
-2% -$134K 0.99% 18
2024
Q2
$5.64M Sell
293,486
-620
-0.2% -$11.9K 1.03% 18
2024
Q1
$5.74M Sell
294,106
-766
-0.3% -$14.9K 1.35% 16
2023
Q4
$5.45M Buy
294,872
+4,710
+2% +$87K 1.38% 15
2023
Q3
$4.93M Buy
290,162
+638
+0.2% +$10.8K 1.38% 15
2023
Q2
$5.16M Sell
289,524
-1,994
-0.7% -$35.5K 1.31% 18
2023
Q1
$5.07M Sell
291,518
-4,520
-2% -$78.6K 1.31% 19
2022
Q4
$4.77M Buy
296,038
+32,842
+12% +$529K 1.23% 19
2022
Q3
$3.7M Buy
263,196
+19,258
+8% +$271K 1.01% 24
2022
Q2
$3.84M Sell
243,938
-2,326
-0.9% -$36.6K 1.06% 24
2022
Q1
$4.52M Sell
246,264
-414
-0.2% -$7.6K 1.29% 22
2021
Q4
$4.79M Sell
246,678
-2,932
-1% -$57K 1.38% 22
2021
Q3
$4.83M Sell
249,610
-27,686
-10% -$536K 1.53% 18
2021
Q2
$5.47M Sell
277,296
-7,994
-3% -$158K 2.75% 10
2021
Q1
$5.37M Buy
285,290
+3,314
+1% +$62.3K 2.99% 12
2020
Q4
$5.08M Buy
281,976
+2,314
+0.8% +$41.7K 2.89% 12
2020
Q3
$4.39M Buy
279,662
+16,606
+6% +$261K 2.61% 15
2020
Q2
$3.91M Sell
263,056
-32,922
-11% -$490K 2.65% 15
2020
Q1
$3.82M Sell
295,978
-78,592
-21% -$1.02M 2.89% 13
2019
Q4
$6.3M Buy
+374,570
New +$6.3M 4.2% 6