PCWA
SCHW

Pacific Capital Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-50
Closed -$3.24K – 469
2024
Q3 		$3.24K Sell
50
-206
-80% -$13.5K ﹤0.01% 369
2024
Q2 		$18.9K Buy
+256
New +$18.9K ﹤0.01% 243

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pacific Capital Wealth Advisors's SCHW Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Charles Schwab (SCHW) in Q4 2024, closing a stake of 50 shares — an estimated $3.24K sold.

Pacific Capital Wealth Advisors first reported a position in SCHW in Q2 2024 and held it in 2 quarters. The position peaked at $18.9K in Q2 2024. 1,985 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Charles Schwab position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 50 Charles Schwab shares in Q4 2024, an estimated $3.24K.
  • Pacific Capital Wealth Advisors first reported a position in Charles Schwab in Q2 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Charles Schwab position peaked at $18.9K in Q2 2024.
  • 1,985 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.