Pure Financial Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Pure Financial Advisors, LLC
- $6.06 Billion
- Q3 2025
A detailed history of Pure Financial Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Pure Financial Advisors, LLC holds 19,078 shares of SCHZ stock, worth $446,425. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,078
Previous 19,078
-0.0%
Holding current value
$446,425
Previous $441,000
1.36%
% of portfolio
0.01%
Previous 0.01%
Shares
31 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio