Blue Sky Wealth Advisors, LLC Schwab Strategic Tr Intl Small Transaction History

Blue Sky Wealth Advisors, LLC

$642 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 14, 2020	SELL	$23.02 - $31.17 $1.65 Million - $2.24 Million	-71,741 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$20.7 - $34.9 $689,475 - $1.16 Million	33,308 Added 86.67%	71,741 $1.75 Million
Q4 2019 Feb 12, 2020	BUY	$31.2 - $34.65 $77,532 - $86,105	2,485 Added 6.91%	38,433 $1.33 Million
Q3 2019 Oct 15, 2019	BUY	$31.72 - $32.37 $21,759 - $22,205	686 Added 1.95%	35,948 $1.13 Million
Q2 2019 Aug 05, 2019	BUY	N/A	3,374 Added 10.58%	35,262 $1.15 Million
Q1 2019 May 08, 2019	SELL	N/A	-6,808 Reduced 17.59%	31,888 $1.05 Million
Q4 2018 Feb 01, 2019	BUY	N/A	27,432 Added 243.54%	38,696 $1.19 Million
Q3 2018 Oct 11, 2018	BUY	N/A	817 Added 7.82%	11,264 $386,000
Q2 2018 Jul 17, 2018	SELL	N/A	-561 Reduced 5.1%	10,447 $377,000
Q1 2018 Apr 24, 2018	BUY	N/A	1,529 Added 16.13%	11,008 $402,000
Q4 2017 Feb 02, 2018	SELL	N/A	-262 Reduced 2.69%	9,479 $347,000
Q3 2017 Oct 12, 2017	BUY	N/A	9,741	9,741 $349,000

Others Institutions Holding SCHC

# of Institutions

423

Shares Held

45.7M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

4.71M
Shares

$160 Million
0.12% of portfolio
Savant Capital, LLC

3.18M
Shares

$108 Million
1.04% of portfolio
Tiaa, Fsb St. Louis, MO

1.68M
Shares

$56.9 Million
0.21% of portfolio
State Street Corp Boston, MA

1.53M
Shares

$51.9 Million
0.0% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.53M
Shares

$51.9 Million
0.18% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

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