Pure Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$51M	Buy	1,989,152 +13,586	+0.7%	+$364K	0.73%	24
2025 Q4	$53.2M	Buy	1,975,566 +15,360	+0.8%	+$410K	0.79%	24
2025 Q3	$51.6M	Sell	1,960,206 -43,093	-2%	-$1.09M	0.82%	23
2025 Q2	$49M	Sell	2,003,299 -4,878	-0.2%	-$110K	0.86%	23
2025 Q1	$44.3M	Buy	2,008,177 +1,996,882	+17,679%	+$46.5M	0.93%	21
2024 Q4	$262K	Buy	11,295 +153	+1%	+$3.57K	0.01%	303
2024 Q3	$252K	Sell	11,142 -4,329	-28%	-$94.3K	0.01%	294
2024 Q2	$331K	Buy	+15,471	New	+$320K	0.01%	247

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Pure Financial Advisors's SCHX Position: Q1 2026 in Review

Pure Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.69% in Q1 2026, buying an estimated $364K and bringing the position to 1,989,152 shares worth $51M. The position accounts for 0.73% of the portfolio, ranked #24.

Pure Financial Advisors first reported a position in SCHX in Q2 2024 and has held it in 8 quarters since. The position peaked at $53.2M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Pure Financial Advisors held 1,989,152 shares of Schwab US Large- Cap ETF worth $51M as of Q1 2026.
Pure Financial Advisors bought 13,586 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $364K.
Schwab US Large- Cap ETF made up 0.73% of Pure Financial Advisors's portfolio in Q1 2026, its #24 holding.
Pure Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 8 quarters since.
Pure Financial Advisors's Schwab US Large- Cap ETF position peaked at $53.2M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.