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

Blue Sky Wealth Advisors, LLC

  • $739 Million
  • Q3 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 6,154,009 shares of SCHX stock, worth $163 Million. This represents 21.92% of its overall portfolio holdings.

Number of Shares
6,154,009
Previous 6,136,147 0.29%
Holding current value
$163 Million
Previous $150 Million 8.09%
% of portfolio
21.92%
Previous 21.83%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$24.46 - $26.5 $436,904 - $473,343
17,862 Added 0.29%
6,154,009 $162 Million
Q2 2025

Jul 14, 2025
SELL
$19.6 - $24.44 $1.1 Million - $1.37 Million
-56,109 Reduced 0.91%
6,136,147 $150 Million
Q1 2025

Apr 21, 2025
BUY
$21.75 - $24.28 $4.38 Million - $4.89 Million
201,571 Added 3.36%
6,192,256 $137 Million
Q4 2024

Jan 16, 2025
BUY
$22.4 - $68.28 $89.9 Million - $274 Million
4,014,627 Added 203.16%
5,990,685 $139 Million
Q3 2024

Oct 11, 2024
BUY
$61.11 - $67.85 $446,897 - $496,187
7,313 Added 0.37%
1,976,058 $134 Million
Q2 2024

Jul 17, 2024
BUY
$58.7 - $64.78 $116 Million - $128 Million
1,968,745 New
1,968,745 $126 Million
Q4 2023

Feb 12, 2024
SELL
$48.47 - $56.6 $1.06 Million - $1.24 Million
-21,899 Reduced 1.11%
1,951,377 $110 Million
Q3 2023

Oct 17, 2023
BUY
$50.36 - $54.21 $161,705 - $174,068
3,211 Added 0.16%
1,973,276 $99.8 Million
Q2 2023

Jul 27, 2023
SELL
$47.67 - $52.37 $169,991 - $186,751
-3,566 Reduced 0.18%
1,970,065 $103 Million
Q1 2023

May 09, 2023
BUY
$44.78 - $49.41 $2.89 Million - $3.18 Million
64,448 Added 3.38%
1,973,631 $95.5 Million
Q4 2022

Feb 01, 2023
SELL
$42.25 - $48.16 $3.39 Million - $3.86 Million
-80,143 Reduced 4.03%
1,909,183 $86.2 Million
Q3 2022

Nov 03, 2022
BUY
$42.35 - $51.01 $1.83 Million - $2.21 Million
43,316 Added 2.23%
1,989,326 $84.2 Million
Q2 2022

Aug 02, 2022
SELL
$43.35 - $54.51 $5.69 Million - $7.15 Million
-131,235 Reduced 6.32%
1,946,010 $86.9 Million
Q1 2022

Apr 26, 2022
BUY
$49.51 - $57.27 $49.4 Million - $57.1 Million
997,775 Added 92.43%
2,077,245 $112 Million
Q4 2021

Jan 25, 2022
SELL
$51.9 - $57.29 $280 Million - $309 Million
-5,397,353 Reduced 83.33%
1,079,470 $123 Million
Q4 2021

Jan 13, 2022
BUY
$51.9 - $57.29 $266 Million - $294 Million
5,128,374 Added 380.32%
6,476,823 $737 Million
Q3 2021

Oct 15, 2021
BUY
$51.52 - $54.94 $514,169 - $548,301
9,980 Added 0.75%
1,348,449 $140 Million
Q2 2021

Jul 27, 2021
BUY
$48.62 - $52.01 $4.89 Million - $5.23 Million
100,545 Added 8.12%
1,338,469 $141 Million
Q1 2021

Apr 23, 2021
BUY
$44.9 - $48.34 $630,530 - $678,838
14,043 Added 1.15%
1,237,924 $124 Million
Q4 2020

Feb 03, 2021
BUY
$39.35 - $45.48 $330,461 - $381,941
8,398 Added 0.69%
1,223,881 $111 Million
Q3 2020

Oct 16, 2020
SELL
$37.26 - $43.03 $497,719 - $574,794
-13,358 Reduced 1.09%
1,215,483 $103 Million
Q2 2020

Jul 14, 2020
BUY
$29.25 - $38.76 $9.3 Million - $12.3 Million
317,814 Added 34.89%
1,228,841 $91.1 Million
Q1 2020

Apr 21, 2020
BUY
$26.61 - $40.52 $15.9 Million - $24.2 Million
598,161 Added 191.19%
911,027 $55.8 Million
Q4 2019

Feb 12, 2020
BUY
$34.42 - $38.54 $8,949 - $10,020
260 Added 0.08%
312,866 $24.4 Million
Q3 2019

Oct 15, 2019
BUY
$35.28 - $36.01 $424,594 - $433,380
12,035 Added 4.0%
312,606 $21.8 Million
Q2 2019

Aug 05, 2019
BUY
N/A
3,164 Added 1.06%
300,571 $21.1 Million
Q1 2019

May 08, 2019
BUY
N/A
3,481 Added 1.18%
297,407 $20.4 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-52,357 Reduced 15.12%
293,926 $18.5 Million
Q3 2018

Oct 11, 2018
BUY
N/A
13,455 Added 4.04%
346,283 $23.8 Million
Q2 2018

Jul 17, 2018
BUY
N/A
4,716 Added 1.44%
332,828 $21.6 Million
Q1 2018

Apr 24, 2018
BUY
N/A
43,988 Added 15.48%
328,112 $20.7 Million
Q4 2017

Feb 02, 2018
BUY
N/A
17,359 Added 6.51%
284,124 $18.1 Million
Q3 2017

Oct 12, 2017
BUY
N/A
266,765
266,765 $16 Million

Others Institutions Holding SCHX

# of Institutions
1,631
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
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