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Schwab Strategic Tr us aggregate b shares owned by Pure Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Pure Financial Advisors from 13F filings

Historical chart of Pure Financial Advisors investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by Pure Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Pure Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $495k 11k 46.00
2023-12-31 $503k 11k 46.62
2023-09-30 $597k 14k 44.23
2023-06-30 $617k 13k 46.16
2023-03-31 $620k 13k 46.91
2022-12-31 $601k 13k 45.65
2022-09-30 $969k 21k 45.33
2022-06-30 $996k 21k 47.89
2022-03-31 $1.0M 20k 50.55
2021-12-31 $674k 13k 53.92
2021-09-30 $725k 13k 54.24
2021-06-30 $725k 13k 54.63
2021-03-31 $720k 13k 53.97
2020-12-31 $750k 13k 56.07
2020-09-30 $724k 13k 56.08
2020-06-30 $719k 13k 56.25
2020-03-31 $721k 13k 54.25
2019-12-31 $1.4M 27k 53.45
2019-09-30 $1.7M 31k 53.84
2019-06-30 $1.7M 31k 53.02
2019-03-31 $1.5M 30k 51.89
2018-12-31 $1.1M 23k 50.58
2018-09-30 $1.5M 29k 50.25
2018-06-30 $1.2M 24k 50.66
2018-03-31 $818k 16k 51.01
2017-12-31 $623k 12k 52.04
2017-09-30 $1.1M 20k 52.35
2017-06-30 $1.0M 19k 52.27
2017-03-31 $875k 17k 51.81
2016-12-31 $816k 16k 51.50
2016-09-30 $768k 14k 53.70
2016-06-30 $332k 6.2k 53.66
2016-03-31 $407k 7.7k 52.60
2015-12-31 $387k 7.5k 51.46
2015-09-30 $210k 4.0k 52.25
2015-06-30 $367k 7.1k 51.70
2015-03-31 $447k 8.4k 52.91
2014-12-31 $408k 7.8k 52.37
2014-09-30 $244k 4.7k 51.80
2014-06-30 $372k 7.2k 51.88
2014-03-31 $379k 7.4k 51.14
2013-12-31 $354k 7.0k 50.33
2013-09-30 $258k 5.1k 50.90

More positions owned by Pure Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Pure Financial Advisors

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
Charles Schwab Trust
HighTower Advisors
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b