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BlueSky Wealth Advisors, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BlueSky Wealth Advisors, LLC on SCHA, newest first. How the timeline and the estimate are built.

BlueSky Wealth Advisors, LLC held 1,096,973 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,096,973 shares
    Change vs previous 13F +57,839 shares

    4.59% of the 13F portfolio, value $39,633,618.

    13F-HR 0001172661-26-002850 filed by BlueSky Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,039,134 shares
    Change vs previous 13F +41,722 shares

    3.89% of the 13F portfolio, value $30,218,026.

    13F-HR 0001172661-26-001500 filed by BlueSky Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 997,412 shares
    Change vs previous 13F +12,579 shares

    3.75% of the 13F portfolio, value $28,406,308.

    13F-HR 0001172661-26-000304 filed by BlueSky Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 984,833 shares
    Change vs previous 13F +1,883 shares

    3.71% of the 13F portfolio, value $27,476,846.

    13F-HR 0001172661-25-004279 filed by BlueSky Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 982,950 shares
    Change vs previous 13F +33,867 shares

    3.61% of the 13F portfolio, value $24,868,638.

    13F-HR 0001172661-25-002576 filed by BlueSky Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 949,083 shares
    Change vs previous 13F +32,953 shares

    3.45% of the 13F portfolio, value $22,237,003.

    13F-HR 0001172661-25-001516 filed by BlueSky Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 916,130 shares
    Change vs previous 13F +472,477 shares

    3.7% of the 13F portfolio, value $23,691,131.

    13F-HR 0001172661-25-000207 filed by BlueSky Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 443,653 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $22,848,134.

    13F-HR 0001172661-24-004238 filed by BlueSky Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).