Pacific Capital Wealth Advisors, Inc. SCHI — SCHWAB STRATEGIC TR

Ownership history in Pacific Capital Wealth Advisors, Inc.  ·  9 quarters on record

AI Ownership Summary

Pacific Capital Wealth Advisors, Inc. reported SCHWAB STRATEGIC TR (SCHI) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.14% in 2025 Q1. The latest visible filing shows SCHI at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pacific Capital Wealth Advisors, Inc.'s position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SCHI was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHI stock page Pacific Capital Wealth Advisors, Inc. fund profile Pacific Capital Wealth Advisors, Inc. full holdings
How Pacific Capital Wealth Advisors, Inc. held SCHI — position size vs. price
% of Fund (quarterly)    SCHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 24,119 -371 -1.5% 0.08% $546K 2026-07-09 $22.44
2026 Q1 UNCHANGED — — — 24,490 — 0% 0.09% $555K 2026-04-14 $22.66
2025 Q4 UNCHANGED — — — 24,490 — 0% 0.10% $563K 2026-01-26 $22.55
2025 Q3 REDUCED — — — 24,490 -271 -1.1% 0.10% $565K 2025-10-29 $22.40
2025 Q2 REDUCED 32.0% +2.7% ❌ 24,761 -11,627 -32.0% 0.10% $559K 2025-07-09 $21.59
2025 Q1 ADDED — — — 36,388 +3 +0.0% 0.14% $817K 2025-04-18 $20.92
2024 Q4 ADDED — — — 36,385 +18,487 +103.3% 0.13% $803K 2025-01-22 $20.56
2024 Q3 ADDED — — — 17,898 +10,339 +136.8% 0.14% $826K 2024-10-15 $20.96
2024 Q2 INITIATED — — — 7,559 — — 0.06% $333K 2024-08-06 $20.56

🏢 Other funds also holding SCHI

As of 2026 Q2 — sorted by position size

MFG WEALTH MANAGEMENT, INC. 2.24% Worth Asset Management, LLC 3Y 0.4% INTEGRAL INVESTMENT ADVISORS, INC. 3Y 0.39% FC Advisory LLC 3Y 7Y 0.11% Piscataqua Savings Bank 3Y 0.1% CHAPIN DAVIS, INC. 3Y 0.05% Avior Wealth Management, LLC 3Y 7Y 0.04% CoreCap Advisors, LLC 3Y 0.03% KERR FINANCIAL PLANNING Corp 0.02% Trilogy Capital Inc. 3Y 7Y 0.01%

FAQ About Pacific Capital Wealth Advisors, Inc. and SCHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pacific Capital Wealth Advisors, Inc. reported owning SCHI?

Pacific Capital Wealth Advisors, Inc. reported SCHI across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported SCHI position in Pacific Capital Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for SCHI was 0.14% in 2025 Q1.

What is the latest reported SCHI position on this page?

The most recent filing on this page is 2026 Q2, when Pacific Capital Wealth Advisors, Inc. reported 24,119 shares, equal to 0.08% of portfolio, with an estimated market value of $546K.

What does the chart on this SCHI ownership page compare?

The chart compares Pacific Capital Wealth Advisors, Inc.'s quarterly SCHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Pacific Capital Wealth Advisors, Inc. time their SCHI position?

Based on 13F filing dates vs. subsequent SCHI price moves, Pacific Capital Wealth Advisors, Inc. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on SCHI relative to SPY over the holding period was +291.2%.

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