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BlueSky Wealth Advisors, LLC: SCHP position timeline

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

BlueSky Wealth Advisors, LLC held 1,623,663 SCHP 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 1,623,663 shares
    Change vs previous 13F +106,456 shares

    4.98% of the 13F portfolio, value $43,027,078.

    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 1,517,207 shares
    Change vs previous 13F +17,597 shares

    5.2% of the 13F portfolio, value $40,372,883.

    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 1,499,610 shares
    Change vs previous 13F +112,608 shares

    5.24% of the 13F portfolio, value $39,724,677.

    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 1,387,002 shares
    Change vs previous 13F +40,745 shares

    5.04% of the 13F portfolio, value $37,379,717.

    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 1,346,257 shares
    Change vs previous 13F +11,385 shares

    5.22% of the 13F portfolio, value $35,918,144.

    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 1,334,872 shares
    Change vs previous 13F +10,600 shares

    5.56% of the 13F portfolio, value $35,894,712.

    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 1,324,272 shares
    Change vs previous 13F +662,994 shares

    5.35% of the 13F portfolio, value $34,205,943.

    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 661,278 shares
    Change vs previous 13F not available

    5.51% of the 13F portfolio, value $35,464,337.

    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).