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

Pacific Capital Wealth Advisors, Inc. currently holds 477.6K shares with a market value of $14.7M. It started holding SCHD on 2024-09-30. At its peak, it held 638.5K shares on 2025-06-30. Its highest holding value was $17.3M on 2025-06-30. At its lowest, it held 146.0K shares on 2024-09-30, with a value of $12.3M on 2024-09-30. In the recent 180 days, Pacific Capital Wealth Advisors, Inc. has decreased its shares by 34.1K. In the recent year, Pacific Capital Wealth Advisors, Inc. has decreased its shares by 121.7K.