Pacific Capital Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$452K	Buy
2022 Q3	–	Sell
2022 Q2	$444K	Sell
2022 Q1	$479K	Sell
2021 Q4	$508K	Buy
2021 Q3	$513K	Buy
2021 Q2	$393K	Buy