Blue Sky Wealth Advisors, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 419,469 shares of SCHA stock, worth $20.7 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares
419,469
Holding current value
$20.7 Million
% of portfolio
3.35%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$45.24 - $49.04 $19 Million - $20.6 Million
419,469 New
419,469 $19.9 Million
Q4 2023

Feb 12, 2024
SELL
$38.13 - $48.02 $554,028 - $697,730
-14,530 Reduced 3.5%
401,147 $19 Million
Q3 2023

Oct 17, 2023
BUY
$40.85 - $46.1 $1.15 Million - $1.3 Million
28,201 Added 7.28%
415,677 $17.2 Million
Q2 2023

Jul 27, 2023
BUY
$39.91 - $43.82 $932,856 - $1.02 Million
23,374 Added 6.42%
387,476 $17 Million
Q1 2023

May 09, 2023
BUY
$39.82 - $46.36 $444,510 - $517,516
11,163 Added 3.16%
364,102 $15.3 Million
Q4 2022

Feb 01, 2023
BUY
$39.61 - $43.54 $602,626 - $662,417
15,214 Added 4.5%
352,939 $14.3 Million
Q3 2022

Nov 03, 2022
SELL
N/A
-23,504 Reduced 6.51%
337,725 $12.8 Million
Q2 2022

Aug 02, 2022
BUY
N/A
11,095 Added 3.17%
361,229 $14.1 Million
Q1 2022

Apr 26, 2022
BUY
N/A
162,476 Added 86.58%
350,134 $16.6 Million
Q4 2021

Jan 25, 2022
SELL
N/A
-938,291 Reduced 83.33%
187,658 $19.2 Million
Q4 2021

Jan 13, 2022
BUY
N/A
896,795 Added 391.35%
1,125,949 $115 Million
Q3 2021

Oct 15, 2021
BUY
N/A
6,171 Added 2.77%
229,154 $22.9 Million
Q2 2021

Jul 27, 2021
BUY
N/A
18,615 Added 9.11%
222,983 $23 Million
Q1 2021

Apr 23, 2021
SELL
N/A
-12,183 Reduced 5.63%
204,368 $20.6 Million
Q4 2020

Feb 03, 2021
SELL
N/A
-8,307 Reduced 3.69%
216,551 $19.3 Million
Q3 2020

Oct 16, 2020
SELL
N/A
-609 Reduced 0.27%
224,858 $16.7 Million
Q2 2020

Jul 14, 2020
BUY
N/A
56,004 Added 33.05%
225,467 $14.7 Million
Q1 2020

Apr 21, 2020
SELL
N/A
-6,927 Reduced 3.93%
169,463 $8.73 Million
Q4 2019

Feb 12, 2020
BUY
N/A
1,999 Added 1.15%
176,390 $13.3 Million
Q3 2019

Oct 15, 2019
BUY
N/A
7,347 Added 4.4%
174,391 $11.8 Million
Q2 2019

Aug 05, 2019
BUY
N/A
6,549 Added 4.08%
167,044 $11.9 Million
Q1 2019

May 08, 2019
BUY
N/A
11,223 Added 7.52%
160,495 $11.4 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-27,465 Reduced 15.54%
149,272 $9.82 Million
Q3 2018

Oct 11, 2018
BUY
N/A
3,999 Added 2.32%
176,737 $12.9 Million
Q2 2018

Jul 17, 2018
BUY
N/A
3,809 Added 2.25%
172,738 $12.7 Million
Q1 2018

Apr 24, 2018
BUY
N/A
24,469 Added 16.94%
168,929 $11.7 Million
Q4 2017

Feb 02, 2018
BUY
N/A
475 Added 0.33%
144,460 $10.1 Million
Q3 2017

Oct 12, 2017
BUY
N/A
143,985
143,985 $9.7 Million

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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