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SCHH icon

Pacific Capital Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$699K Sell
29,511
-61,593
-68% -$1.44M 0.11% 51
2026
Q1 		$1.96M Sell
91,104
-8,812
-9% -$193K 0.33% 26
2025
Q4 		$2.09M Hold
99,916
– – 0.36% 25
2025
Q3 		$2.16M Sell
99,916
-18,222
-15% -$389K 0.37% 26
2025
Q2 		$2.5M Sell
118,138
-6,156
-5% -$129K 0.46% 21
2025
Q1 		$2.67M Hold
124,294
– – 0.46% 24
2024
Q4 		$2.62M Hold
124,294
– – 0.44% 26
2024
Q3 		$2.88M Hold
124,294
– – 0.48% 26
2024
Q2 		$2.48M Buy
124,294
+15,847
+15% +$309K 0.45% 25
2024
Q1 		$2.2M Hold
108,447
– – 0.52% 26
2023
Q4 		$2.25M Buy
108,447
+3,678
+4% +$68.4K 0.57% 26
2023
Q3 		$1.86M Sell
104,769
-58,408
-36% -$1.12M 0.52% 31
2023
Q2 		$3.19M Sell
163,177
-7,399
-4% -$142K 0.81% 25
2023
Q1 		$3.33M Hold
170,576
– – 0.86% 25
2022
Q4 		$3.29M Buy
+170,576
New +$3.28M 0.85% 26

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FFP
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MFT
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WAP
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PL
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