Pure Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Pure Financial Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$611K	Buy	19,279 +2,925	+18%	+$92.8K	0.01%	332
2026 Q1	$502K	Sell	16,354 -787	-5%	-$23.9K	0.01%	333
2025 Q4	$470K	Sell	17,141 -5,873	-26%	-$160K	0.01%	330
2025 Q3	$628K	Buy	23,014 +577	+3%	+$15.7K	0.01%	267
2025 Q2	$595K	Sell	22,437 -6,022	-21%	-$157K	0.01%	261
2025 Q1	$796K	Buy	28,459 +14,366	+102%	+$400K	0.02%	191
2024 Q4	$385K	Sell	14,093 -3,355	-19%	-$95.4K	0.01%	252
2024 Q3	$492K	Buy	17,448 +9,036	+107%	+$246K	0.01%	216
2024 Q2	$218K	Buy	8,412 +225	+3%	+$5.86K	0.01%	295
2024 Q1	$220K	Buy	+8,187	New	+$212K	0.01%	291
2022 Q4	–	Sell	-9,525	Closed	-$211K	–	244
2022 Q3	$211K	Sell	9,525 -177	-2%	-$4.3K	0.01%	216
2022 Q2	$232K	Buy	9,702 +174	+2%	+$4.43K	0.01%	221
2022 Q1	$251K	Buy	9,528 +3	+0%	+$79	0.01%	197
2021 Q4	$257K	Sell	9,525 -39	-0.4%	-$1.01K	0.01%	182
2021 Q3	$237K	Buy	+9,564	New	+$243K	0.02%	174
2019 Q2	–	Sell	-13,209	Closed	-$230K	–	139
2019 Q1	$230K	Buy	+13,209	New	+$222K	0.04%	126
2017 Q4	–	Sell	-13,500	Closed	-$211K	–	78
2017 Q3	$211K	Buy	+13,500	New	+$206K	0.05%	106

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Pure Financial Advisors's SCHD Position: Q2 2026 in Review

Pure Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 18% in Q2 2026, buying an estimated $92.8K and bringing the position to 19,279 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #332.

Pure Financial Advisors first reported a position in SCHD in Q3 2017 and has held it in 17 quarters since. The position peaked at $796K in Q1 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Pure Financial Advisors held 19,279 shares of Schwab US Dividend Equity ETF worth $611K as of Q2 2026.
Pure Financial Advisors bought 2,925 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $92.8K.
Schwab US Dividend Equity ETF made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #332 holding.
Pure Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2017 and has held it in 17 quarters since.
Pure Financial Advisors's Schwab US Dividend Equity ETF position peaked at $796K in Q1 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.