Schwab Strategic Tr us aggregate b shares owned by BlueSky Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by BlueSky Wealth Advisors
from 13F filings
Historical chart of BlueSky Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by BlueSky Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $53M | 2.2M | 23.47 |
| 2025-06-30 | $49M | 2.1M | 23.24 |
| 2025-03-31 | $48M | 2.1M | 23.16 |
| 2024-12-31 | $46M | 2.0M | 22.70 |
| 2024-09-30 | $47M | 996k | 47.52 |
| 2024-06-30 | $43M | 941k | 45.58 |
| 2023-12-31 | $40M | 868k | 46.62 |
| 2023-09-30 | $44M | 995k | 44.23 |
| 2023-06-30 | $42M | 902k | 46.16 |
| 2023-03-31 | $41M | 878k | 46.91 |
| 2022-12-31 | $39M | 858k | 45.65 |
| 2022-09-30 | $39M | 865k | 45.31 |
| 2022-06-30 | $39M | 820k | 47.87 |
| 2022-03-31 | $42M | 820k | 50.57 |
| 2021-12-31 | $304M | 5.6M | 53.90 |
| 2021-09-30 | $49M | 898k | 54.26 |
| 2021-06-30 | $47M | 858k | 54.74 |
| 2021-03-31 | $41M | 753k | 54.08 |
| 2020-12-31 | $37M | 659k | 56.03 |
| 2020-09-30 | $33M | 595k | 56.05 |
| 2020-06-30 | $31M | 543k | 56.24 |
| 2020-03-31 | $26M | 481k | 54.27 |
| 2019-12-31 | $24M | 455k | 53.58 |
| 2019-09-30 | $23M | 432k | 53.96 |
| 2019-06-30 | $21M | 391k | 53.00 |
| 2019-03-31 | $19M | 364k | 51.58 |
| 2018-12-31 | $16M | 315k | 50.72 |
| 2018-09-30 | $18M | 364k | 49.75 |
| 2018-06-30 | $17M | 337k | 50.64 |
| 2018-03-31 | $18M | 343k | 51.02 |
| 2017-12-31 | $14M | 271k | 52.04 |
| 2017-09-30 | $13M | 250k | 52.36 |
| 2017-06-30 | $13M | 240k | 52.25 |
| 2017-03-31 | $11M | 218k | 51.79 |
| 2016-12-31 | $10M | 198k | 51.50 |
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