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BlueSky Wealth Advisors, LLC: SCHH position timeline

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

BlueSky Wealth Advisors, LLC held 71,692 SCHH 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 71,692 shares
    Change vs previous 13F -42,816 shares

    0.2% of the 13F portfolio, value $1,697,658.

    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 114,508 shares
    Change vs previous 13F -912,465 shares

    0.32% of the 13F portfolio, value $2,460,774.

    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 1,026,973 shares
    Change vs previous 13F +36,125 shares

    2.83% of the 13F portfolio, value $21,453,458.

    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 990,848 shares
    Change vs previous 13F +64,891 shares

    2.88% of the 13F portfolio, value $21,372,584.

    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 925,957 shares
    Change vs previous 13F +51,711 shares

    2.85% of the 13F portfolio, value $19,593,248.

    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 874,246 shares
    Change vs previous 13F +23,550 shares

    2.91% of the 13F portfolio, value $18,805,031.

    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 850,696 shares
    Change vs previous 13F +22,228 shares

    2.8% of the 13F portfolio, value $17,915,659.

    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 828,468 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $19,195,605.

    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).