Skip to content
Disclosery

Pacific Capital Wealth Advisors, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pacific Capital Wealth Advisors, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Pacific Capital Wealth Advisors, Inc. held 413,829 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 413,829 shares
    Change vs previous 13F -63,726 shares

    1.98% of the 13F portfolio, value $13,122,506.

    13F-HR 0001803523-26-000003 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 477,555 shares
    Change vs previous 13F -20,543 shares

    2.46% of the 13F portfolio, value $14,651,376.

    13F-HR 0001803523-26-000002 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 498,098 shares
    Change vs previous 13F -13,520 shares

    2.34% of the 13F portfolio, value $13,662,818.

    13F-HR 0001803523-26-000001 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 511,618 shares
    Change vs previous 13F -126,891 shares

    2.42% of the 13F portfolio, value $13,967,162.

    13F-HR 0001803523-25-000005 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 638,509 shares
    Change vs previous 13F +39,274 shares

    3.17% of the 13F portfolio, value $17,278,053.

    13F-HR 0001062993-25-012646 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 599,235 shares
    Change vs previous 13F +61,259 shares

    2.9% of the 13F portfolio, value $16,754,602.

    13F-HR 0001062993-25-007662 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 537,976 shares
    Change vs previous 13F +391,963 shares

    2.45% of the 13F portfolio, value $14,697,496.

    13F-HR 0001062993-25-000994 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 146,013 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $12,342,446.

    13F-HR 0001062993-24-017639 filed by Pacific Capital Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).