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BlueSky Wealth Advisors, LLC: SCHZ position timeline

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

BlueSky Wealth Advisors, LLC held 85,784 SCHZ 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 85,784 shares
    Change vs previous 13F -141,036 shares

    0.23% of the 13F portfolio, value $1,984,186.

    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 226,820 shares
    Change vs previous 13F -2,173,755 shares

    0.68% of the 13F portfolio, value $5,266,751.

    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 2,400,575 shares
    Change vs previous 13F +159,448 shares

    7.4% of the 13F portfolio, value $56,101,431.

    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 2,241,127 shares
    Change vs previous 13F +117,578 shares

    7.09% of the 13F portfolio, value $52,599,252.

    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 2,123,549 shares
    Change vs previous 13F +35,385 shares

    7.17% of the 13F portfolio, value $49,351,271.

    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 2,088,164 shares
    Change vs previous 13F +46,631 shares

    7.5% of the 13F portfolio, value $48,361,870.

    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 2,041,533 shares
    Change vs previous 13F +1,045,592 shares

    7.24% of the 13F portfolio, value $46,342,802.

    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 995,941 shares
    Change vs previous 13F not available

    7.35% of the 13F portfolio, value $47,327,107.

    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).