Pacific Capital Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-280
Closed -$6.43K 532
2023
Q4
$6.43K Buy
+280
New +$6.43K ﹤0.01% 240