Blue Sky Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Blue Sky Wealth Advisors, LLC

  • $687 Million
  • Q2 2025

A detailed history of Blue Sky Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 2,123,549 shares of SCHZ stock, worth $49.2 Million. This represents 7.16% of its overall portfolio holdings.

Number of Shares
2,123,549
Previous 2,088,164 1.69%
Holding current value
$49.2 Million
Previous $48.4 Million 1.65%
% of portfolio
7.16%
Previous 7.5%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$22.68 - $23.28 $802,531 - $823,762
35,385 Added 1.69%
2,123,549 $49.2 Million
Q1 2025

Apr 21, 2025
BUY
$22.46 - $23.26 $1.05 Million - $1.08 Million
46,631 Added 2.28%
2,088,164 $48.4 Million
Q4 2024

Jan 16, 2025
BUY
$22.63 - $47.53 $23.7 Million - $49.7 Million
1,045,592 Added 104.99%
2,041,533 $46.3 Million
Q3 2024

Oct 11, 2024
BUY
$45.2 - $47.87 $2.46 Million - $2.61 Million
54,495 Added 5.79%
995,941 $47.3 Million
Q2 2024

Jul 17, 2024
BUY
$44.66 - $45.99 $42 Million - $43.3 Million
941,446 New
941,446 $42.9 Million
Q4 2023

Feb 12, 2024
SELL
$43.09 - $46.83 $5.51 Million - $5.99 Million
-127,822 Reduced 12.84%
867,600 $40.4 Million
Q3 2023

Oct 17, 2023
BUY
$44.14 - $46.33 $4.12 Million - $4.32 Million
93,278 Added 10.34%
995,422 $44 Million
Q2 2023

Jul 27, 2023
BUY
$45.86 - $47.33 $1.11 Million - $1.14 Million
24,139 Added 2.75%
902,144 $41.6 Million
Q1 2023

May 09, 2023
BUY
$45.33 - $47.44 $906,146 - $948,325
19,990 Added 2.33%
878,005 $41.2 Million
Q4 2022

Feb 01, 2023
SELL
$44.04 - $47.03 $311,627 - $332,784
-7,076 Reduced 0.82%
858,015 $39.2 Million
Q3 2022

Nov 03, 2022
BUY
$44.98 - $49.09 $2.04 Million - $2.23 Million
45,349 Added 5.53%
865,091 $39.2 Million
Q2 2022

Aug 02, 2022
SELL
$46.62 - $50.36 $4,242 - $4,582
-91 Reduced 0.01%
819,742 $39.2 Million
Q1 2022

Apr 26, 2022
SELL
$50.05 - $53.52 $5.96 Million - $6.38 Million
-119,158 Reduced 12.69%
819,833 $41.5 Million
Q4 2021

Jan 25, 2022
SELL
$53.63 - $54.52 $252 Million - $256 Million
-4,694,955 Reduced 83.33%
938,991 $50.6 Million
Q4 2021

Jan 13, 2022
BUY
$53.63 - $54.52 $254 Million - $258 Million
4,736,348 Added 527.67%
5,633,946 $304 Million
Q3 2021

Oct 15, 2021
BUY
$54.26 - $55.17 $2.15 Million - $2.19 Million
39,608 Added 4.62%
897,598 $48.7 Million
Q2 2021

Jul 27, 2021
BUY
$53.9 - $54.6 $5.65 Million - $5.72 Million
104,823 Added 13.92%
857,990 $47 Million
Q1 2021

Apr 23, 2021
BUY
$53.75 - $55.97 $5.07 Million - $5.28 Million
94,265 Added 14.31%
753,167 $40.7 Million
Q4 2020

Feb 03, 2021
BUY
$55.56 - $56.23 $3.55 Million - $3.59 Million
63,857 Added 10.73%
658,902 $36.9 Million
Q3 2020

Oct 16, 2020
BUY
$56.07 - $56.92 $2.94 Million - $2.98 Million
52,401 Added 9.66%
595,045 $33.4 Million
Q2 2020

Jul 14, 2020
BUY
$54.35 - $56.24 $3.38 Million - $3.5 Million
62,160 Added 12.94%
542,644 $30.5 Million
Q1 2020

Apr 21, 2020
BUY
$50.33 - $56.09 $1.31 Million - $1.46 Million
25,966 Added 5.71%
480,484 $26.1 Million
Q4 2019

Feb 12, 2020
BUY
$53.21 - $54.14 $1.18 Million - $1.2 Million
22,234 Added 5.14%
454,518 $24.4 Million
Q3 2019

Oct 15, 2019
BUY
$53.15 - $53.86 $2.19 Million - $2.22 Million
41,151 Added 10.52%
432,284 $23.3 Million
Q2 2019

Aug 05, 2019
BUY
N/A
27,227 Added 7.48%
391,133 $20.7 Million
Q1 2019

May 08, 2019
BUY
N/A
48,847 Added 15.5%
363,906 $18.8 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-48,591 Reduced 13.36%
315,059 $16 Million
Q3 2018

Oct 11, 2018
BUY
N/A
27,029 Added 8.03%
363,650 $18.1 Million
Q2 2018

Jul 17, 2018
SELL
N/A
-5,885 Reduced 1.72%
336,621 $17 Million
Q1 2018

Apr 24, 2018
BUY
N/A
71,746 Added 26.5%
342,506 $17.5 Million
Q4 2017

Feb 02, 2018
BUY
N/A
20,409 Added 8.15%
270,760 $14.1 Million
Q3 2017

Oct 12, 2017
BUY
N/A
250,351
250,351 $13.1 Million

Others Institutions Holding SCHZ

# of Institutions
708
Shares Held
169M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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