Blue Sky Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Blue Sky Wealth Advisors, LLC
- $687 Million
- Q2 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 1,177,126 shares of SCHE stock, worth $39.9 Million. This represents 5.16% of its overall portfolio holdings.
Number of Shares
1,177,126
Previous 1,135,797
3.64%
Holding current value
$39.9 Million
Previous $31.3 Million
13.3%
% of portfolio
5.16%
Previous 4.86%
Shares
32 transactions
Others Institutions Holding SCHE
# of Institutions
866Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$662 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$597 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$344 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$128 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$125 Million0.08% of portfolio