Blue Sky Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Blue Sky Wealth Advisors, LLC
- $644 Million
- Q1 2025
A detailed history of Blue Sky Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 6,192,256 shares of SCHX stock, worth $135 Million. This represents 21.21% of its overall portfolio holdings.
Number of Shares
6,192,256
Previous 5,990,685
3.36%
Holding current value
$135 Million
Previous $139 Million
1.54%
% of portfolio
21.21%
Previous 21.72%
Shares
31 transactions
Others Institutions Holding SCHX
# of Institutions
1,480Shares Held
1.09BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.49 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.79 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$765 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$719 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$571 Million8.63% of portfolio