Blue Sky Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Blue Sky Wealth Advisors, LLC
- $739 Million
- Q3 2025
A detailed history of Blue Sky Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 1,164,240 shares of SCHE stock, worth $39.4 Million. This represents 5.25% of its overall portfolio holdings.
Number of Shares
1,164,240
Previous 1,177,126
1.09%
Holding current value
$39.4 Million
Previous $35.5 Million
9.5%
% of portfolio
5.25%
Previous 5.16%
Shares
33 transactions
Others Institutions Holding SCHE
# of Institutions
894Shares Held
156MCall Options Held
18.3KPut Options Held
0-
Creative Planning Overland Park, KS19.1MShares$647 Million0.49% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA16.7MShares$565 Million1.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.4MShares$353 Million0.41% of portfolio
-
Us Bancorp \De\6.51MShares$220 Million0.26% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.71MShares$125 Million4.27% of portfolio