BlueSky Wealth Advisors, LLC SCHA Holdings History
BlueSky Wealth Advisors, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-06-30, BlueSky Wealth Advisors, LLC held 982,950.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $24.87 Mil. This investment constitutes 3.61% of their stock portfolio, and BlueSky Wealth Advisors, LLC now holds 0.14% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2018Q2. And since then BlueSky Wealth Advisors, LLC has made 20 purchases of SCHA, at an average price of $35.79, for a total of 1.64 Mil shares. In addition, there have been 9 sales at an average price of $45.45 for 658,337.00 shares. Based on historical transaction data and SCHA's current price of $26.08, BlueSky Wealth Advisors, LLC's estimated gain on his SCHA holdings is $-3.20 Mil, reflecting a -5.44% gain to date.
BlueSky Wealth Advisors, LLC SCHA ($26.08) Holding Chart
BlueSky Wealth Advisors, LLC SCHA ($26.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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