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

Blue Sky Wealth Advisors, LLC

  • $642 Million
  • Q3 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
1,181
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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