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Pacific Capital Wealth Advisors, Inc.: SCHG position timeline

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

Pacific Capital Wealth Advisors, Inc. held 92,274 SCHG 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 92,274 shares
    Change vs previous 13F -5 shares

    0.47% of the 13F portfolio, value $3,122,552.

    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 92,279 shares
    Change vs previous 13F +71 shares

    0.45% of the 13F portfolio, value $2,688,087.

    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 92,208 shares
    Change vs previous 13F +13 shares

    0.52% of the 13F portfolio, value $3,007,825.

    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 92,195 shares
    Change vs previous 13F -6 shares

    0.51% of the 13F portfolio, value $2,941,942.

    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 92,201 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,692,269.

    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).