A detailed history of Pure Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pure Financial Advisors, LLC holds 70,292 shares of SCHM stock, worth $2.04 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
70,292
Previous 70,875 0.82%
Holding current value
$2.04 Million
Previous $5.52 Million 5.87%
% of portfolio
0.14%
Previous 0.16%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$75.47 - $83.18 $43,999 - $48,493
-583 Reduced 0.82%
70,292 $5.84 Million
Q2 2024

Jul 18, 2024

SELL
$75.69 - $81.19 $307,225 - $329,550
-4,059 Reduced 5.42%
70,875 $5.52 Million
Q1 2024

Apr 16, 2024

SELL
$72.89 - $81.43 $61,737 - $68,971
-847 Reduced 1.12%
74,934 $6.1 Million
Q4 2023

Jan 08, 2024

BUY
$63.01 - $75.95 $339,812 - $409,598
5,393 Added 7.66%
75,781 $5.71 Million
Q3 2023

Oct 10, 2023

SELL
$66.75 - $73.98 $98,790 - $109,490
-1,480 Reduced 2.06%
70,388 $4.76 Million
Q2 2023

Jul 10, 2023

SELL
$65.29 - $71.03 $111,776 - $121,603
-1,712 Reduced 2.33%
71,868 $5.1 Million
Q1 2023

Apr 11, 2023

SELL
$64.24 - $73.9 $33,597 - $38,649
-523 Reduced 0.71%
73,580 $4.99 Million
Q4 2022

Jan 09, 2023

BUY
$61.05 - $69.94 $48,412 - $55,462
793 Added 1.08%
74,103 $0
Q3 2022

Oct 06, 2022

SELL
$60.5 - $72.51 $89,358 - $107,097
-1,477 Reduced 1.97%
73,310 $4.44 Million
Q2 2022

Jul 08, 2022

BUY
$60.91 - $76.4 $508,963 - $638,398
8,356 Added 12.58%
74,787 $4.69 Million
Q1 2022

Apr 12, 2022

BUY
$70.66 - $80.89 $76,807 - $87,927
1,087 Added 1.66%
66,431 $5.04 Million
Q4 2021

Jan 12, 2022

BUY
$76.01 - $83.39 $262,690 - $288,195
3,456 Added 5.58%
65,344 $5.26 Million
Q3 2021

Oct 07, 2021

SELL
$74.65 - $80.95 $103,091 - $111,791
-1,381 Reduced 2.18%
61,888 $4.74 Million
Q2 2021

Jul 09, 2021

SELL
$74.64 - $79.12 $88,075 - $93,361
-1,180 Reduced 1.83%
63,269 $4.95 Million
Q1 2021

Apr 09, 2021

SELL
$67.07 - $76.85 $37,223 - $42,651
-555 Reduced 0.85%
64,449 $4.8 Million
Q4 2020

Jan 12, 2021

SELL
$55.93 - $68.45 $425,627 - $520,904
-7,610 Reduced 10.48%
65,004 $4.43 Million
Q3 2020

Oct 07, 2020

SELL
$51.99 - $58.83 $246,588 - $279,030
-4,743 Reduced 6.13%
72,614 $4.03 Million
Q2 2020

Jul 08, 2020

BUY
$39.01 - $57.03 $377,928 - $552,506
9,688 Added 14.32%
77,357 $4.07 Million
Q1 2020

Apr 07, 2020

BUY
$35.83 - $62.24 $2.42 Million - $4.21 Million
67,669 New
67,669 $2.85 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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