Blue Sky Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Blue Sky Wealth Advisors, LLC

$594 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 21, 2020	SELL	$38.4 - $61.03 $3.03 Million - $4.82 Million	-78,958 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	$54.73 - $60.25 $7,881 - $8,676	-144 Reduced 0.18%	78,958 $4.76 Million
Q3 2019 Oct 15, 2019	BUY	$56.56 - $57.5 $530,589 - $539,407	9,381 Added 13.46%	79,102 $4.36 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-5,679 Reduced 7.53%	69,721 $3.91 Million
Q1 2019 May 08, 2019	BUY	N/A	262 Added 0.35%	75,400 $4.18 Million
Q4 2018 Feb 01, 2019	BUY	N/A	35,708 Added 90.56%	75,138 $3.9 Million
Q3 2018 Oct 11, 2018	BUY	N/A	107 Added 0.27%	39,430 $2.21 Million
Q2 2018 Jul 17, 2018	BUY	N/A	11,664 Added 42.17%	39,323 $2.09 Million
Q1 2018 Apr 24, 2018	BUY	N/A	1,829 Added 7.08%	27,659 $1.46 Million
Q4 2017 Feb 02, 2018	BUY	N/A	278 Added 1.09%	25,830 $1.41 Million
Q3 2017 Oct 12, 2017	BUY	N/A	25,552	25,552 $1.32 Million

Others Institutions Holding SCHV

# of Institutions

804

Shares Held

105M

Call Options Held

3.2K

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

18.6M
Shares

$1.49 Billion
3.08% of portfolio
Sei Investments CO Oaks, PA

11.5M
Shares

$921 Million
1.23% of portfolio
Mather Group, Llc. Chicago, IL

11.1M
Shares

$891 Million
10.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.46M
Shares

$357 Million
0.81% of portfolio
Envestnet Asset Management Inc

4.02M
Shares

$322 Million
0.11% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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