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Charles Schwab Corporation shares owned by Pure Financial Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Pure Financial Advisors from 13F filings

Historical chart of Pure Financial Advisors investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Pure Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Pure Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $355k 5.5k 64.81
2024-06-30 $358k 4.9k 73.69
2024-03-31 $353k 4.9k 72.33
2023-12-31 $448k 6.5k 68.80
2022-12-31 $225k 2.7k 83.27

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 Targeted Vlu (DFAT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Index Shs Fds Glb Nat Resrce (GNR)

View all positions for Pure Financial Advisors

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Morgan Stanley
Bank of America Corporation
Fisher Investments

View all funds holding Charles Schwab Corporation