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Schwab Strategic Tr cmn shares owned by BlueSky Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by BlueSky Wealth Advisors from 13F filings

Historical chart of BlueSky Wealth Advisors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by BlueSky Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by BlueSky Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.3M 206k 30.50
2019-12-31 $4.8M 79k 60.25
2019-09-30 $4.4M 79k 55.11
2019-06-30 $3.9M 70k 56.14
2019-03-31 $4.2M 75k 55.41
2018-12-31 $3.9M 75k 51.85
2018-09-30 $2.2M 39k 56.15
2018-06-30 $2.1M 39k 53.12
2018-03-31 $1.5M 28k 52.86
2017-12-31 $1.4M 26k 54.67
2017-09-30 $1.3M 26k 51.82
2017-06-30 $1.2M 25k 50.19
2017-03-31 $1.2M 25k 49.69
2016-12-31 $1.2M 25k 48.10