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Pure Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Pure Financial Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$391K Buy
16,853
+87
+0.5% +$2.04K 0.01% 391
2025
Q4 		$392K Sell
16,766
-2,312
-12% -$54.3K 0.01% 362
2025
Q3 		$448K Hold
19,078
– – 0.01% 327
2025
Q2 		$443K Sell
19,078
-4,798
-20% -$110K 0.01% 317
2025
Q1 		$553K Hold
23,876
– – 0.01% 227
2024
Q4 		$542K Buy
23,876
+2,206
+10% +$51K 0.01% 208
2024
Q3 		$515K Sell
21,670
-490
-2% -$11.5K 0.01% 213
2024
Q2 		$505K Buy
22,160
+628
+3% +$14.2K 0.01% 200
2024
Q1 		$495K Sell
21,532
-36
-0.2% -$828 0.02% 197
2023
Q4 		$503K Sell
21,568
-5,442
-20% -$122K 0.02% 190
2023
Q3 		$597K Buy
27,010
+290
+1% +$6.57K 0.02% 158
2023
Q2 		$617K Buy
26,720
+274
+1% +$6.38K 0.03% 152
2023
Q1 		$620K Buy
26,446
+136
+0.5% +$3.16K 0.03% 149
2022
Q4 		$601K Sell
26,310
-16,444
-38% -$374K 0.03% 145
2022
Q3 		$969K Buy
42,754
+1,160
+3% +$27.6K 0.06% 114
2022
Q2 		$996K Buy
41,594
+1,834
+5% +$44.4K 0.06% 111
2022
Q1 		$1M Buy
39,760
+14,760
+59% +$383K 0.05% 105
2021
Q4 		$674K Sell
25,000
-1,732
-6% -$46.8K 0.03% 121
2021
Q3 		$725K Buy
26,732
+192
+0.7% +$5.26K 0.06% 111
2021
Q2 		$725K Sell
26,540
-140
-0.5% -$3.8K 0.06% 109
2021
Q1 		$720K Sell
26,680
-74
-0.3% -$2.03K 0.07% 99
2020
Q4 		$750K Buy
26,754
+934
+4% +$26.1K 0.09% 95
2020
Q3 		$724K Buy
25,820
+254
+1% +$7.16K 0.11% 86
2020
Q2 		$719K Sell
25,566
-1,014
-4% -$28.2K 0.11% 82
2020
Q1 		$721K Sell
26,580
-26,370
-50% -$712K 0.12% 75
2019
Q4 		$1.42M Sell
52,950
-9,312
-15% -$250K 0.24% 56
2019
Q3 		$1.68M Sell
62,262
-58
-0.1% -$1.55K 0.3% 49
2019
Q2 		$1.65M Buy
62,320
+2,968
+5% +$77.2K 0.3% 50
2019
Q1 		$1.54M Buy
59,352
+14,152
+31% +$361K 0.29% 50
2018
Q4 		$1.14M Sell
45,200
-13,032
-22% -$325K 0.23% 53
2018
Q3 		$1.46M Buy
+58,232
New +$1.47M 0.32% 46
2017
Q4 		– Sell
-40,384
Closed -$1.06M – 83
2017
Q3 		$1.06M Buy
40,384
+1,700
+4% +$44.6K 0.27% 42
2017
Q2 		$1.01M Buy
38,684
+4,908
+15% +$128K 0.27% 43
2017
Q1 		$875K Buy
33,776
+2,088
+7% +$53.9K 0.25% 43
2016
Q4 		$816K Buy
31,688
+3,082
+11% +$80.6K 0.24% 45
2016
Q3 		$768K Buy
28,606
+16,232
+131% +$436K 0.25% 42
2016
Q2 		$332K Sell
12,374
-3,100
-20% -$82.2K 0.11% 75
2016
Q1 		$407K Buy
15,474
+434
+3% +$11.3K 0.15% 64
2015
Q4 		$387K Buy
15,040
+7,002
+87% +$181K 0.17% 48
2015
Q3 		$210K Sell
8,038
-6,158
-43% -$160K 0.1% 62
2015
Q2 		$367K Sell
14,196
-2,700
-16% -$70.6K 0.18% 49
2015
Q1 		$447K Buy
16,896
+1,316
+8% +$34.7K 0.15% 36
2014
Q4 		$408K Buy
15,580
+6,160
+65% +$161K 0.14% 43
2014
Q3 		$244K Sell
9,420
-4,920
-34% -$127K 0.09% 49
2014
Q2 		$372K Sell
14,340
-482
-3% -$12.4K 0.14% 42
2014
Q1 		$379K Buy
14,822
+756
+5% +$19.3K 0.15% 38
2013
Q4 		$354K Buy
14,066
+3,928
+39% +$99.7K 0.15% 41
2013
Q3 		$258K Buy
+10,138
New +$256K 0.12% 46

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Pure Financial Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.52% in Q1 2026, buying an estimated $2.04K and bringing the position to 16,853 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #391.

Pure Financial Advisors first reported a position in SCHZ in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.68M in Q3 2019. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Pure Financial Advisors held 16,853 shares of Schwab US Aggregate Bond ETF worth $391K as of Q1 2026.
  • Pure Financial Advisors bought 87 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $2.04K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Pure Financial Advisors's portfolio in Q1 2026, its #391 holding.
  • Pure Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q3 2013 and has held it in 48 quarters since.
  • Pure Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $1.68M in Q3 2019.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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