BlueSky Wealth Advisors, LLC SCHZ Holdings History
BlueSky Wealth Advisors, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-06-30, BlueSky Wealth Advisors, LLC held 2.12 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $49.35 Mil. This investment constitutes 7.17% of their stock portfolio, and BlueSky Wealth Advisors, LLC now holds 0.57% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2018Q2. And since then BlueSky Wealth Advisors, LLC has made 22 purchases of SCHZ, at an average price of $40.06, for a total of 3.29 Mil shares. In addition, there have been 7 sales at an average price of $46.59 for 1.17 Mil shares. Based on historical transaction data and SCHZ's current price of $23.04, BlueSky Wealth Advisors, LLC's estimated gain on his SCHZ holdings is $-28.48 Mil, reflecting a -21.59% gain to date.
BlueSky Wealth Advisors, LLC SCHZ ($23.04) Holding Chart
BlueSky Wealth Advisors, LLC SCHZ ($23.04) 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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