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Pure Financial Advisors, LLC: SCHX position timeline

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

Pure Financial Advisors, LLC held 1,949,461 SCHX 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 1,949,461 shares
    Change vs previous 13F -39,691 shares

    0.73% of the 13F portfolio, value $57,372,634.

    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 1,989,152 shares
    Change vs previous 13F +13,586 shares

    0.73% of the 13F portfolio, value $51,001,868.

    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 1,975,566 shares
    Change vs previous 13F +15,360 shares

    0.79% of the 13F portfolio, value $53,162,488.

    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 1,960,206 shares
    Change vs previous 13F -43,093 shares

    0.82% of the 13F portfolio, value $51,631,829.

    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 2,003,299 shares
    Change vs previous 13F -4,878 shares

    0.86% of the 13F portfolio, value $48,960,623.

    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 2,008,177 shares
    Change vs previous 13F +1,996,882 shares

    0.93% of the 13F portfolio, value $44,340,550.

    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 11,295 shares
    Change vs previous 13F +7,581 shares

    0.01% of the 13F portfolio, value $261,815.

    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 3,714 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $251,976.

    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).