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

Blue Sky Wealth Advisors, LLC

$642 Million
Q3 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

832

Shares Held

112M

Call Options Held

0

Put Options Held

0

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

19.5M
Shares

$529 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$329 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$292 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$132 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$115 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Sky Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Sky Wealth Advisors, LLC with notifications on news.