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 $128 Million. This represents 21.3% of its overall portfolio holdings.

Number of Shares
1,968,745
Holding current value
$128 Million
% of portfolio
21.3%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.01 - $48.16 $3.53 Million - $3.86 Million
-80,143 Reduced 4.03%
1,909,183 $86.2 Million
Q3 2022

Nov 03, 2022
BUY
N/A
43,316 Added 2.23%
1,989,326 $84.2 Million
Q2 2022

Aug 02, 2022
SELL
N/A
-131,235 Reduced 6.32%
1,946,010 $86.9 Million
Q1 2022

Apr 26, 2022
BUY
N/A
997,775 Added 92.43%
2,077,245 $112 Million
Q4 2021

Jan 25, 2022
SELL
N/A
-5,397,353 Reduced 83.33%
1,079,470 $123 Million
Q4 2021

Jan 13, 2022
BUY
N/A
5,128,374 Added 380.32%
6,476,823 $737 Million
Q3 2021

Oct 15, 2021
BUY
N/A
9,980 Added 0.75%
1,348,449 $140 Million
Q2 2021

Jul 27, 2021
BUY
N/A
100,545 Added 8.12%
1,338,469 $141 Million
Q1 2021

Apr 23, 2021
BUY
N/A
14,043 Added 1.15%
1,237,924 $124 Million
Q4 2020

Feb 03, 2021
BUY
N/A
8,398 Added 0.69%
1,223,881 $111 Million
Q3 2020

Oct 16, 2020
SELL
N/A
-13,358 Reduced 1.09%
1,215,483 $103 Million
Q2 2020

Jul 14, 2020
BUY
N/A
317,814 Added 34.89%
1,228,841 $91.1 Million
Q1 2020

Apr 21, 2020
BUY
N/A
598,161 Added 191.19%
911,027 $55.8 Million
Q4 2019

Feb 12, 2020
BUY
N/A
260 Added 0.08%
312,866 $24.4 Million
Q3 2019

Oct 15, 2019
BUY
N/A
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
1,313
Shares Held
446M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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