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BlueSky Wealth Advisors, LLC: SCHX position timeline

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

BlueSky Wealth Advisors, LLC held 4,853,947 SCHX 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 4,853,947 shares
    Change vs previous 13F -32,029 shares

    16.55% of the 13F portfolio, value $142,851,674.

    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 4,885,976 shares
    Change vs previous 13F -1,330,182 shares

    16.13% of the 13F portfolio, value $125,276,413.

    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 6,216,158 shares
    Change vs previous 13F +62,149 shares

    22.06% of the 13F portfolio, value $167,276,808.

    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 6,154,009 shares
    Change vs previous 13F +17,862 shares

    21.86% of the 13F portfolio, value $162,096,588.

    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 6,136,147 shares
    Change vs previous 13F -56,109 shares

    21.78% of the 13F portfolio, value $149,967,437.

    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 6,192,256 shares
    Change vs previous 13F +201,571 shares

    21.19% of the 13F portfolio, value $136,725,021.

    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 5,990,685 shares
    Change vs previous 13F +4,014,627 shares

    21.71% of the 13F portfolio, value $138,864,069.

    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 1,976,058 shares
    Change vs previous 13F not available

    20.82% of the 13F portfolio, value $134,075,507.

    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).