Pacific Capital Wealth Advisors, Inc.'s ownership history for SCHB

Pacific Capital Wealth Advisors, Inc. currently holds 27.0K shares with a market value of $677.7K. It started holding SCHB on 2024-09-30. At its peak, it held 62.2K shares on 2024-12-31. Its highest holding value was $1.5M on 2024-09-30. At its lowest, it held 22.5K shares on 2024-09-30, with a value of $677.7K on 2026-03-31. In the recent 180 days, Pacific Capital Wealth Advisors, Inc. has increased its shares by 0. In the recent year, Pacific Capital Wealth Advisors, Inc. has decreased its shares by 34.4K.