BlueSky Wealth Advisors, LLC SCHP Holdings History
BlueSky Wealth Advisors, LLC's Schwab U.S. Tips ETF Holding Summary
As of 2025-06-30, BlueSky Wealth Advisors, LLC held 1.35 Mil shares of Schwab U.S. Tips ETF(SCHP), totaling $35.92 Mil. This investment constitutes 5.22% of their stock portfolio, and BlueSky Wealth Advisors, LLC now holds 0.27% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2018Q2. And since then BlueSky Wealth Advisors, LLC has made 24 purchases of SCHP, at an average price of $45.70, for a total of 2.09 Mil shares. In addition, there have been 5 sales at an average price of $52.96 for 748,198.00 shares. Based on historical transaction data and SCHP's current price of $26.58, BlueSky Wealth Advisors, LLC's estimated gain on his SCHP holdings is $-20.32 Mil, reflecting a -21.22% gain to date.
BlueSky Wealth Advisors, LLC SCHP ($26.58) Holding Chart
BlueSky Wealth Advisors, LLC SCHP ($26.58) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
