Blue Sky Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History
Blue Sky Wealth Advisors, LLC
- $739 Million
- Q3 2025
A detailed history of Blue Sky Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 990,848 shares of SCHH stock, worth $21 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
990,848
Previous 925,957
7.01%
Holding current value
$21 Million
Previous $19.6 Million
9.08%
% of portfolio
2.89%
Previous 2.85%
Shares
33 transactions
Others Institutions Holding SCHH
# of Institutions
603Shares Held
182MCall Options Held
24.3KPut Options Held
21.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA57.1MShares$1.21 Billion2.36% of portfolio
-
Us Bancorp \De\32.1MShares$680 Million0.83% of portfolio
-
Creative Planning Overland Park, KS21.7MShares$460 Million0.36% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA8.36MShares$177 Million0.76% of portfolio
-
Northwestern Mutual Wealth Management CO7.45MShares$158 Million0.11% of portfolio