BlueSky Wealth Advisors, LLC SCHH Holdings History
BlueSky Wealth Advisors, LLC's Schwab U.S. REIT ETF Holding Summary
As of 2025-06-30, BlueSky Wealth Advisors, LLC held 925,957.00 shares of Schwab U.S. REIT ETF(SCHH), totaling $19.59 Mil. This investment constitutes 2.85% of their stock portfolio, and BlueSky Wealth Advisors, LLC now holds 0.25% of the outstanding Schwab U.S. REIT ETF(SCHH) stock.
The initial trade took place in 2018Q2. And since then BlueSky Wealth Advisors, LLC has made 19 purchases of SCHH, at an average price of $19.05, for a total of 1.82 Mil shares. In addition, there have been 10 sales at an average price of $20.16 for 896,704.00 shares. Based on historical transaction data and SCHH's current price of $21.71, BlueSky Wealth Advisors, LLC's estimated gain on his SCHH holdings is $3.46 Mil, reflecting a 9.96% gain to date.
BlueSky Wealth Advisors, LLC SCHH ($21.71) Holding Chart
BlueSky Wealth Advisors, LLC SCHH ($21.71) 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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