Blue Sky Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Blue Sky Wealth Advisors, LLC

$594 Million
Q2 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$42.93 - $53.98 $171,118 - $215,164	-3,986 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$49.15 - $56.85 $97,955 - $113,302	1,993 Added 100.0%	3,986 $213,000
Q4 2021 Jan 25, 2022	SELL	$51.87 - $56.86 $516,884 - $566,609	-9,965 Reduced 83.33%	1,993 $225,000
Q4 2021 Jan 13, 2022	BUY	$51.87 - $56.86 $490,845 - $538,066	9,463 Added 379.28%	11,958 $1.35 Million
Q1 2021 Apr 23, 2021	SELL	$44.89 - $48.81 $9,741 - $10,591	-217 Reduced 8.0%	2,495 $250,000
Q4 2020 Feb 03, 2021	BUY	$39.03 - $45.5 $7,688 - $8,963	197 Added 7.83%	2,712 $247,000
Q3 2020 Oct 16, 2020	BUY	$36.93 - $42.52 $92,878 - $106,937	2,515 New	2,515 $211,000
Q2 2020 Jul 14, 2020	SELL	$28.84 - $38.49 $114,610 - $152,959	-3,974 Closed	0 $0
Q1 2020 Apr 21, 2020	SELL	$26.18 - $40.44 $15,184 - $23,455	-580 Reduced 12.74%	3,974 $240,000
Q4 2019 Feb 12, 2020	SELL	$34.47 - $38.58 $35,331 - $39,544	-1,025 Reduced 18.37%	4,554 $355,000
Q3 2019 Oct 15, 2019	BUY	$35.32 - $36.13 $10,454 - $10,694	296 Added 5.6%	5,579 $388,000
Q2 2019 Aug 05, 2019	SELL	N/A	-724 Reduced 12.05%	5,283 $373,000
Q1 2019 May 08, 2019	SELL	N/A	-199 Reduced 3.21%	6,007 $415,000
Q4 2018 Feb 01, 2019	BUY	N/A	112 Added 1.84%	6,206 $393,000
Q3 2018 Oct 11, 2018	SELL	N/A	-579 Reduced 8.68%	6,094 $422,000
Q2 2018 Jul 17, 2018	SELL	N/A	-1,567 Reduced 19.02%	6,673 $440,000
Q1 2018 Apr 24, 2018	SELL	N/A	-345 Reduced 4.02%	8,240 $526,000
Q4 2017 Feb 02, 2018	SELL	N/A	-1,137 Reduced 11.7%	8,585 $554,000
Q3 2017 Oct 12, 2017	BUY	N/A	9,722	9,722 $592,000

Others Institutions Holding SCHB

# of Institutions

1,146

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

About SCHWAB STRATEGIC TR US BROAD M

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