BlueSky Wealth Advisors, LLC SCHX Holdings History
BlueSky Wealth Advisors, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, BlueSky Wealth Advisors, LLC held 6.14 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $149.97 Mil. This investment constitutes 21.78% of their stock portfolio, and BlueSky Wealth Advisors, LLC now holds 0.27% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q2. And since then BlueSky Wealth Advisors, LLC has made 20 purchases of SCHX, at an average price of $35.54, for a total of 9.13 Mil shares. In addition, there have been 9 sales at an average price of $55.38 for 3.00 Mil shares. Based on historical transaction data and SCHX's current price of $24.86, BlueSky Wealth Advisors, LLC's estimated gain on his SCHX holdings is $-6.06 Mil, reflecting a -1.87% gain to date.
BlueSky Wealth Advisors, LLC SCHX ($24.86) Holding Chart
BlueSky Wealth Advisors, LLC SCHX ($24.86) 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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