Blue Sky Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Blue Sky Wealth Advisors, LLC
- $594 Million
- Q2 2024
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 1,968,745 shares of SCHX stock, worth $132 Million. This represents 21.3% of its overall portfolio holdings.
Number of Shares
1,968,745Holding current value
$132 Million% of portfolio
21.3%Shares
28 transactions
Others Institutions Holding SCHX
# of Institutions
1,316Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.9 Billion1.94% of portfolio
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Us Bancorp \De\14.3MShares$963 Million1.26% of portfolio
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Sei Investments CO Oaks, PA12.5MShares$843 Million1.17% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.6MShares$713 Million25.33% of portfolio