Pure Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History

Pure Financial Advisors, LLC

  • $3.18 Billion
  • Q1 2024

A detailed history of Pure Financial Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Pure Financial Advisors, LLC holds 259,601 shares of SCHO stock, worth $12.5 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
259,601
Previous 256,545 1.19%
Holding current value
$12.5 Million
Previous $12.4 Million 0.69%
% of portfolio
0.39%
Previous 0.43%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
BUY
$48.05 - $48.63 $146,840 - $148,613
3,056 Added 1.19%
259,601 $12.5 Million
Q4 2023

Jan 08, 2024
SELL
$47.66 - $48.45 $45,181 - $45,930
-948 Reduced 0.37%
256,545 $12.4 Million
Q3 2023

Oct 10, 2023
BUY
$47.78 - $48.2 $4.15 Million - $4.18 Million
86,764 Added 50.82%
257,493 $12.3 Million
Q2 2023

Jul 10, 2023
SELL
$48.06 - $48.89 $250,536 - $254,863
-5,213 Reduced 2.96%
170,729 $8.21 Million
Q1 2023

Apr 11, 2023
SELL
$47.8 - $49.0 $450,419 - $461,727
-9,423 Reduced 5.08%
175,942 $8.58 Million
Q4 2022

Jan 09, 2023
BUY
$47.91 - $48.47 $7.75 Million - $7.84 Million
161,688 Added 682.89%
185,365 $0
Q3 2022

Oct 06, 2022
BUY
N/A
5,748 Added 32.06%
23,677 $1.14 Million
Q2 2022

Jul 08, 2022
BUY
N/A
49 Added 0.27%
17,929 $882,000
Q1 2022

Apr 12, 2022
BUY
N/A
561 Added 3.24%
17,880 $886,000
Q4 2021

Jan 12, 2022
BUY
N/A
470 Added 2.79%
17,319 $881,000
Q3 2021

Oct 07, 2021
SELL
N/A
-252 Reduced 1.47%
16,849 $863,000
Q2 2021

Jul 09, 2021
SELL
N/A
-333 Reduced 1.91%
17,101 $876,000
Q1 2021

Apr 09, 2021
BUY
N/A
2,088 Added 13.61%
17,434 $895,000
Q4 2020

Jan 12, 2021
BUY
N/A
2,538 Added 19.82%
15,346 $789,000
Q3 2020

Oct 07, 2020
SELL
N/A
-3,980 Reduced 23.71%
12,808 $660,000
Q2 2020

Jul 08, 2020
BUY
N/A
5,107 Added 43.72%
16,788 $867,000
Q1 2020

Apr 07, 2020
BUY
N/A
3,353 Added 40.26%
11,681 $604,000
Q4 2019

Jan 09, 2020
SELL
N/A
-606 Reduced 6.78%
8,328 $420,000
Q3 2019

Oct 09, 2019
BUY
N/A
751 Added 9.18%
8,934 $452,000
Q2 2019

Jul 11, 2019
BUY
N/A
519 Added 6.77%
8,183 $414,000
Q1 2019

Apr 05, 2019
BUY
N/A
304 Added 4.13%
7,664 $385,000
Q4 2018

Jan 11, 2019
BUY
N/A
334 Added 4.75%
7,360 $367,000
Q3 2018

Oct 04, 2018
BUY
N/A
1,007 Added 16.73%
7,026 $348,000
Q2 2018

Jul 10, 2018
BUY
N/A
309 Added 5.41%
6,019 $299,000
Q1 2018

Apr 05, 2018
BUY
N/A
826 Added 16.91%
5,710 $285,000
Q4 2017

Jan 10, 2018
BUY
N/A
4,884
4,884 $244,000

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Pure Financial Advisors, LLC Portfolio

Follow Pure Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pure Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pure Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email