Pure Financial Advisors’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.41M	Sell	15,319 -252	-2%	-$23K	0.02%	209
2026 Q1	$1.46M	Buy	15,571 +637	+4%	+$62.5K	0.02%	189
2025 Q4	$1.49M	Buy	14,934 +4,949	+50%	+$470K	0.02%	188
2025 Q3	$953K	Buy	9,985 +248	+3%	+$23.5K	0.02%	216
2025 Q2	$888K	Buy	9,737 +463	+5%	+$38.8K	0.02%	213
2025 Q1	$726K	Buy	9,274 +3,787	+69%	+$297K	0.02%	198
2024 Q4	$406K	Buy	5,487 +7	+0.1%	+$524	0.01%	246
2024 Q3	$355K	Buy	5,480 +622	+13%	+$40.9K	0.01%	254
2024 Q2	$358K	Sell	4,858 -25	-0.5%	-$1.85K	0.01%	237
2024 Q1	$353K	Sell	4,883 -1,630	-25%	-$107K	0.01%	239
2023 Q4	$448K	Buy	+6,513	New	+$376K	0.02%	202
2023 Q1	–	Sell	-2,701	Closed	-$225K	–	257
2022 Q4	$225K	Buy	+2,701	New	+$210K	0.01%	224

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Pure Financial Advisors reduced its Charles Schwab (SCHW) stake by 1.6% in Q2 2026, selling an estimated $23K and leaving 15,319 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #209.

Pure Financial Advisors first reported a position in SCHW in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.49M in Q4 2025. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Pure Financial Advisors held 15,319 shares of Charles Schwab worth $1.41M as of Q2 2026.
Pure Financial Advisors sold 252 Charles Schwab shares in Q2 2026, an estimated $23K.
Charles Schwab made up 0.02% of Pure Financial Advisors's portfolio in Q2 2026, its #209 holding.
Pure Financial Advisors first reported a position in Charles Schwab in Q4 2022 and has held it in 12 quarters since.
Pure Financial Advisors's Charles Schwab position peaked at $1.49M in Q4 2025.
2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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