Pacific Capital Wealth Advisors, Inc. SCHX Holdings History
Pacific Capital Wealth Advisors, Inc.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Pacific Capital Wealth Advisors, Inc. held 152,802.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $3.76 Mil. This investment constitutes 0.69% of their stock portfolio, and Pacific Capital Wealth Advisors, Inc. now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2019Q4. And since then Pacific Capital Wealth Advisors, Inc. has made 7 purchases of SCHX, at an average price of $30.74, for a total of 512,184.00 shares. In addition, there have been 15 sales at an average price of $33.45 for 359,382.00 shares. Based on historical transaction data and SCHX's current price of $25.19, Pacific Capital Wealth Advisors, Inc.'s estimated gain on his SCHX holdings is $122,834.19, reflecting a 0.78% gain to date.
Pacific Capital Wealth Advisors, Inc. SCHX ($25.19) Holding Chart
Pacific Capital Wealth Advisors, Inc. SCHX ($25.19) 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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