Schwab U S Broad Market ETF shares owned by Pure Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Pure Financial Advisors
from 13F filings
Historical chart of Pure Financial Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Pure Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 76k | 25.71 |
| 2025-06-30 | $1.8M | 76k | 23.83 |
| 2025-03-31 | $1.6M | 76k | 21.53 |
| 2024-12-31 | $1.7M | 75k | 22.70 |
| 2024-09-30 | $1.7M | 26k | 66.52 |
| 2024-06-30 | $1.9M | 31k | 62.87 |
| 2024-03-31 | $1.9M | 31k | 61.05 |
| 2023-12-31 | $1.7M | 31k | 55.67 |
| 2023-09-30 | $1.2M | 24k | 49.85 |
| 2023-06-30 | $1.2M | 23k | 51.70 |
| 2023-03-31 | $1.1M | 24k | 47.85 |
| 2022-12-31 | $1.1M | 24k | 44.81 |
| 2022-09-30 | $985k | 23k | 42.01 |
| 2022-06-30 | $633k | 14k | 44.19 |
| 2022-03-31 | $768k | 14k | 53.40 |
| 2021-12-31 | $848k | 7.5k | 113.05 |
| 2021-09-30 | $785k | 7.6k | 103.85 |
| 2021-06-30 | $858k | 8.2k | 104.29 |
| 2021-03-31 | $804k | 8.3k | 96.73 |
| 2020-12-31 | $854k | 9.4k | 90.99 |
| 2020-09-30 | $907k | 11k | 79.60 |
| 2020-06-30 | $1.0M | 14k | 73.45 |
| 2020-03-31 | $858k | 14k | 60.45 |
| 2019-12-31 | $1.5M | 19k | 76.90 |
| 2019-09-30 | $1.4M | 19k | 71.04 |
| 2019-06-30 | $1.4M | 20k | 70.53 |
| 2019-03-31 | $1.4M | 20k | 68.03 |
| 2018-12-31 | $1.0M | 17k | 59.91 |
| 2018-09-30 | $1.0M | 14k | 70.37 |
| 2018-06-30 | $914k | 14k | 65.98 |
| 2018-03-31 | $876k | 14k | 63.81 |
| 2017-12-31 | $1.1M | 17k | 64.49 |
| 2017-09-30 | $751k | 12k | 60.93 |
| 2017-06-30 | $622k | 11k | 58.51 |
| 2017-03-31 | $510k | 8.9k | 57.09 |