BlueSky Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.2M | Buy |
1,039,134
+41,722
| +4% | +$1.25M | 3.89% | 7 |
|
|
2025
Q4 | $28.4M | Buy |
997,412
+12,579
| +1% | +$355K | 3.75% | 8 |
|
|
2025
Q3 | $27.5M | Buy |
984,833
+1,883
| +0.2% | +$50.4K | 3.71% | 8 |
|
|
2025
Q2 | $24.9M | Buy |
982,950
+33,867
| +4% | +$801K | 3.61% | 9 |
|
|
2025
Q1 | $22.2M | Buy |
949,083
+32,953
| +4% | +$840K | 3.45% | 9 |
|
|
2024
Q4 | $23.7M | Buy |
916,130
+28,824
| +3% | +$767K | 3.7% | 7 |
|
|
2024
Q3 | $22.8M | Buy |
887,306
+48,368
| +6% | +$1.2M | 3.55% | 9 |
|
|
2024
Q2 | $19.9M | Buy |
+838,938
| New | +$19.9M | 3.35% | 10 |
|
|
2024
Q1 | – | Sell |
-802,294
| Closed | -$19M | – | 46 |
|
|
2023
Q4 | $19M | Sell |
802,294
-29,060
| -3% | -$612K | 3.52% | 9 |
|
|
2023
Q3 | $17.2M | Buy |
831,354
+56,402
| +7% | +$1.24M | 3.52% | 9 |
|
|
2023
Q2 | $17M | Buy |
774,952
+46,748
| +6% | +$974K | 3.41% | 10 |
|
|
2023
Q1 | $15.3M | Buy |
728,204
+22,326
| +3% | +$480K | 3.16% | 10 |
|
|
2022
Q4 | $14.3M | Buy |
705,878
+30,428
| +5% | +$624K | 3.16% | 10 |
|
|
2022
Q3 | $12.8M | Sell |
675,450
-47,008
| -7% | -$983K | 2.96% | 9 |
|
|
2022
Q2 | $14.1M | Buy |
722,458
+22,190
| +3% | +$474K | 3.13% | 9 |
|
|
2022
Q1 | $16.6M | Sell |
700,268
-50,364
| -7% | -$1.19M | 3.22% | 9 |
|
|
2021
Q4 | $19.2M | Sell |
750,632
-165,984
| -18% | -$4.29M | 3.56% | 9 |
|
|
2021
Q3 | $22.9M | Buy |
916,616
+24,684
| +3% | +$627K | 4.49% | 6 |
|
|
2021
Q2 | $23M | Buy |
891,932
+74,460
| +9% | +$1.9M | 4.51% | 6 |
|
|
2021
Q1 | $20.6M | Sell |
817,472
-48,732
| -6% | -$1.2M | 4.65% | 6 |
|
|
2020
Q4 | $19.3M | Sell |
866,204
-33,228
| -4% | -$662K | 4.65% | 6 |
|
|
2020
Q3 | $16.7M | Sell |
899,432
-2,436
| -0.3% | -$41.9K | 4.35% | 7 |
|
|
2020
Q2 | $14.7M | Buy |
901,868
+224,016
| +33% | +$3.35M | 4.21% | 7 |
|
|
2020
Q1 | $8.73M | Sell |
677,852
-27,708
| -4% | -$471K | 3.22% | 8 |
|
|
2019
Q4 | $13.3M | Buy |
705,560
+7,996
| +1% | +$145K | 4.36% | 6 |
|
|
2019
Q3 | $11.8M | Buy |
697,564
+29,388
| +4% | +$519K | 4.06% | 7 |
|
|
2019
Q2 | $11.9M | Buy |
668,176
+26,196
| +4% | +$463K | 4.25% | 7 |
|
|
2019
Q1 | $11.4M | Buy |
641,980
+44,892
| +8% | +$768K | 4.12% | 7 |
|
|
2018
Q4 | $9.82M | Sell |
597,088
-109,860
| -16% | -$1.86M | 3.84% | 7 |
|
|
2018
Q3 | $12.9M | Buy |
706,948
+15,996
| +2% | +$305K | 4.89% | 6 |
|
|
2018
Q2 | $12.7M | Buy |
690,952
+15,236
| +2% | +$276K | 4.86% | 6 |
|
|
2018
Q1 | $11.7M | Buy |
675,716
+97,876
| +17% | +$1.73M | 4.48% | 7 |
|
|
2017
Q4 | $10.1M | Buy |
577,840
+1,900
| +0.3% | +$32.5K | 4.17% | 7 |
|
|
2017
Q3 | $9.7M | Buy |
575,940
+52,220
| +10% | +$840K | 4.19% | 7 |
|
|
2017
Q2 | $8.37M | Buy |
523,720
+18,136
| +4% | +$286K | 3.87% | 7 |
|
|
2017
Q1 | $7.96M | Buy |
505,584
+7,460
| +1% | +$117K | 3.8% | 7 |
|
|
2016
Q4 | $7.66M | Buy |
+498,124
| New | +$7.33M | 3.76% | 7 |
|
Other funds holding SCHA
AA
BlueSky Wealth Advisors's SCHA Position: Q1 2026 in Review
BlueSky Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.2% in Q1 2026, buying an estimated $1.25M and bringing the position to 1,039,134 shares worth $30.2M. The position accounts for 3.89% of the portfolio, ranked #7.
BlueSky Wealth Advisors first reported a position in SCHA in Q4 2016 and has held it in 37 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.
- BlueSky Wealth Advisors held 1,039,134 shares of Schwab U.S Small- Cap ETF worth $30.2M as of Q1 2026.
- BlueSky Wealth Advisors bought 41,722 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.25M.
- Schwab U.S Small- Cap ETF made up 3.89% of BlueSky Wealth Advisors's portfolio in Q1 2026, its #7 holding.
- BlueSky Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 37 quarters since.
- 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.
Based on BlueSky Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.