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

Pure Financial Advisors, LLC

$4.25 Billion
Q4 2024

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 14,093 shares of SCHD stock, worth $397,563. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,093

Previous 5,816 142.31%

Holding current value

$397,563

Previous $491,000 21.59%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,931

Shares Held

820M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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