Blue Sky Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Blue Sky Wealth Advisors, LLC
- $687 Million
- Q2 2025
A detailed history of Blue Sky Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 1,177,126 shares of SCHE stock, worth $35.6 Million. This represents 5.16% of its overall portfolio holdings.
Number of Shares
1,177,126
Previous 1,135,797
3.64%
Holding current value
$35.6 Million
Previous $31.3 Million
13.3%
% of portfolio
5.16%
Previous 4.86%
Shares
32 transactions
Others Institutions Holding SCHE
# of Institutions
851Shares Held
150MCall Options Held
30.5KPut Options Held
300-
Creative Planning Overland Park, KS20.1MShares$607 Million0.52% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.2MShares$549 Million1.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL9.86MShares$298 Million0.38% of portfolio
-
Us Bancorp \De\3.65MShares$110 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.59MShares$108 Million4.22% of portfolio