Pure Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Pure Financial Advisors, LLC

$6.06 Billion
Q3 2025

A detailed history of Pure Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pure Financial Advisors, LLC holds 23,014 shares of SCHD stock, worth $611,481. This represents 0.01% of its overall portfolio holdings.

Number of Shares

23,014

Previous 22,437 2.57%

Holding current value

$611,481

Previous $594,000 5.72%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$26.38 - $27.95 $15,221 - $16,127	577 Added 2.57%	23,014 $628,000
Q2 2025 Jul 18, 2025	SELL	$24.32 - $27.87 $146,455 - $167,833	-6,022 Reduced 21.16%	22,437 $594,000
Q1 2025 Apr 23, 2025	BUY	$27.01 - $28.54 $388,025 - $410,005	14,366 Added 101.94%	28,459 $795,000
Q4 2024 Jan 16, 2025	BUY	$26.93 - $84.95 $222,899 - $703,131	8,277 Added 142.31%	14,093 $385,000
Q3 2024 Oct 29, 2024	BUY	$77.02 - $85.06 $231,984 - $256,200	3,012 Added 107.42%	5,816 $491,000
Q2 2024 Jul 18, 2024	BUY	$75.81 - $80.15 $5,685 - $6,011	75 Added 2.75%	2,804 $218,000
Q1 2024 Apr 16, 2024	BUY	$75.25 - $80.63 $205,357 - $220,039	2,729 New	2,729 $220,000
Q3 2022 Oct 06, 2022	SELL	$66.43 - $77.87 $3,919 - $4,594	-59 Reduced 1.82%	3,175 $211,000
Q2 2022 Jul 08, 2022	BUY	$70.31 - $80.24 $4,077 - $4,653	58 Added 1.83%	3,234 $232,000
Q1 2022 Apr 12, 2022	BUY	$75.14 - $81.94 $75 - $81	1 Added 0.03%	3,176 $251,000
Q4 2021 Jan 12, 2022	SELL	$74.93 - $80.86 $974 - $1,051	-13 Reduced 0.41%	3,175 $257,000
Q3 2021 Oct 07, 2021	BUY	$74.23 - $78.13 $236,645 - $249,078	3,188 New	3,188 $237,000
Q2 2019 Jul 11, 2019	SELL	N/A	-4,403 Closed	0 $0
Q1 2019 Apr 05, 2019	BUY	N/A	99 Added 2.3%	4,403 $230,000
Q4 2017 Jan 10, 2018	SELL	N/A	-196 Reduced 4.36%	4,304 $220,000
Q3 2017 Oct 11, 2017	BUY	N/A	4,500	4,500 $211,000

Others Institutions Holding SCHD

# of Institutions

2,034

Shares Held

840M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Pure Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History