Number of Shares
1.18 Mil
Current Holdings Value*
$35.48 Mil
% of Portfolio
5.15%
Total Estimate Gain
$3.66 Mil
% of Total Estimate Gain
6.18%

BlueSky Wealth Advisors, LLC's Schwab Emerging Markets Equity ETF Holding Summary

As of 2025-06-30, BlueSky Wealth Advisors, LLC held 1.18 Mil shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $35.48 Mil. This investment constitutes 5.15% of their stock portfolio, and BlueSky Wealth Advisors, LLC now holds 0.35% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.

The initial trade took place in 2018Q2. And since then BlueSky Wealth Advisors, LLC has made 22 purchases of SCHE, at an average price of $26.27, for a total of 2.25 Mil shares. In addition, there have been 7 sales at an average price of $24.77 for 1.08 Mil shares. Based on historical transaction data and SCHE's current price of $30.75, BlueSky Wealth Advisors, LLC's estimated gain on his SCHE holdings is $3.66 Mil, reflecting a 6.18% gain to date.

BlueSky Wealth Advisors, LLC SCHE ($30.75) Holding Chart

BlueSky Wealth Advisors, LLC SCHE ($30.75) 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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