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Pure Financial Advisors, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pure Financial Advisors, LLC on SCHD, newest first. How the timeline and the estimate are built.

Pure Financial Advisors, LLC held 19,279 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,279 shares
    Change vs previous 13F +2,925 shares

    0.01% of the 13F portfolio, value $611,338.

    13F-HR 0001571556-26-000005 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,354 shares
    Change vs previous 13F -787 shares

    0.01% of the 13F portfolio, value $501,748.

    13F-HR 0001571556-26-000004 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 17,141 shares
    Change vs previous 13F -5,873 shares

    0.01% of the 13F portfolio, value $470,172.

    13F-HR 0001571556-26-000001 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,014 shares
    Change vs previous 13F +577 shares

    0.01% of the 13F portfolio, value $628,280.

    13F-HR 0001571556-25-000007 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,437 shares
    Change vs previous 13F -6,022 shares

    0.01% of the 13F portfolio, value $594,569.

    13F-HR 0001571556-25-000005 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,459 shares
    Change vs previous 13F +14,366 shares

    0.02% of the 13F portfolio, value $795,708.

    13F-HR 0001571556-25-000003 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,093 shares
    Change vs previous 13F +8,277 shares

    0.01% of the 13F portfolio, value $385,015.

    13F-HR 0001571556-25-000001 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,816 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $491,630.

    13F-HR 0001571556-24-000006 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).