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
2025 Q3	$953K	Buy
2025 Q2	$888K	Buy
2025 Q1	$726K	Buy
2024 Q4	$406K	Buy
2024 Q3	$355K	Buy
2024 Q2	$358K	Sell
2024 Q1	$353K	Sell
2023 Q4	$448K	Buy
2023 Q1	–	Sell
2022 Q4	$225K	Buy