Pacific Capital Wealth Advisors, Inc. SCHD Holdings History
Pacific Capital Wealth Advisors, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Pacific Capital Wealth Advisors, Inc. held 638,509.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $17.28 Mil. This investment constitutes 3.17% of their stock portfolio, and Pacific Capital Wealth Advisors, Inc. now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q4. And since then Pacific Capital Wealth Advisors, Inc. has made 11 purchases of SCHD, at an average price of $39.62, for a total of 653,327.00 shares. In addition, there have been 9 sales at an average price of $72.58 for 14,818.00 shares. Based on historical transaction data and SCHD's current price of $27.38, Pacific Capital Wealth Advisors, Inc.'s estimated gain on his SCHD holdings is $-7.33 Mil, reflecting a -28.30% gain to date.
Pacific Capital Wealth Advisors, Inc. SCHD ($27.38) Holding Chart
Pacific Capital Wealth Advisors, Inc. SCHD ($27.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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