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BlueSky Wealth Advisors, LLC: SCHF position timeline

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

BlueSky Wealth Advisors, LLC held 1,668,792 SCHF 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 1,668,792 shares
    Change vs previous 13F +105,895 shares

    5.35% of the 13F portfolio, value $46,225,538.

    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 1,562,897 shares
    Change vs previous 13F +190,811 shares

    4.98% of the 13F portfolio, value $38,681,696.

    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 1,372,086 shares
    Change vs previous 13F +13,871 shares

    4.35% of the 13F portfolio, value $32,984,944.

    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 1,358,215 shares
    Change vs previous 13F -5,158 shares

    4.26% of the 13F portfolio, value $31,619,256.

    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 1,363,373 shares
    Change vs previous 13F +23,469 shares

    4.38% of the 13F portfolio, value $30,130,539.

    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 1,339,904 shares
    Change vs previous 13F +95,350 shares

    4.11% of the 13F portfolio, value $26,503,298.

    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 1,244,554 shares
    Change vs previous 13F +623,229 shares

    3.6% of the 13F portfolio, value $23,024,242.

    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 621,325 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $25,548,879.

    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).