Back to SCHW-PJ
BlueSky Wealth Advisors, LLC → SCHW-PJ
BlueSky Wealth Advisors, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
41
Latest value
$10.1M
Q3 2026
Peak value
$167.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $167.3M |
| Q4 2025 | $28.4M |
| Q4 2025 | $38.9M |
| Q4 2025 | $14.7M |
| Q4 2025 | $33M |
| Q4 2025 | $56.1M |
| Q4 2025 | $21.5M |
| Q4 2025 | $39.7M |
| Q1 2026 | $125.3M |
| Q1 2026 | $6.3M |
| Q1 2026 | $30.2M |
| Q1 2026 | $20.7M |
| Q1 2026 | $13.8M |
| Q1 2026 | $38.7M |
| Q1 2026 | $5.3M |
| Q1 2026 | $2.5M |
| Q1 2026 | $1.4M |
| Q1 2026 | $40.4M |
| Q1 2026 | $8.5M |
| Q2 2026 | $142.9M |
| Q2 2026 | $7.6M |
| Q2 2026 | $39.6M |
| Q2 2026 | $22.6M |
| Q2 2026 | $13.6M |
| Q2 2026 | $46.2M |
| Q2 2026 | $2M |
| Q2 2026 | $1.7M |
| Q2 2026 | $4.2M |
| Q2 2026 | $43M |
| Q2 2026 | $9.2M |
| Q3 2026 | $141.8M |
| Q3 2026 | $8M |
| Q3 2026 | $36.5M |
| Q3 2026 | $23.3M |
| Q3 2026 | $13.6M |
| Q3 2026 | $45.7M |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.2M |
| Q3 2026 | $9.1M |
| Q3 2026 | $40.3M |
| Q3 2026 | $10.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.1M | 202.5K | — | — |
| Q3 2026 | $40.3M | 1.60M | — | — |
| Q3 2026 | $9.1M | 385.9K | — | — |
| Q3 2026 | $1.2M | 52.7K | — | — |
| Q3 2026 | $1.2M | 55.2K | — | — |
| Q3 2026 | $45.7M | 1.66M | — | — |
| Q3 2026 | $13.6M | 253.1K | — | — |
| Q3 2026 | $23.3M | 639.7K | — | — |
| Q3 2026 | $36.5M | 1.12M | — | — |
| Q3 2026 | $8M | 239.5K | — | — |
| Q3 2026 | $141.8M | 4.73M | — | — |
| Q2 2026 | $9.2M | 191.9K | — | — |
| Q2 2026 | $43M | 1.62M | — | — |
| Q2 2026 | $4.2M | 169.0K | — | — |
| Q2 2026 | $1.7M | 71.7K | — | — |
| Q2 2026 | $2M | 85.8K | — | — |
| Q2 2026 | $46.2M | 1.67M | — | — |
| Q2 2026 | $13.6M | 256.8K | — | — |
| Q2 2026 | $22.6M | 623.2K | — | — |
| Q2 2026 | $39.6M | 1.10M | — | — |
| Q2 2026 | $7.6M | 219.2K | — | — |
| Q2 2026 | $142.9M | 4.85M | — | — |
| Q1 2026 | $8.5M | 182.0K | — | — |
| Q1 2026 | $40.4M | 1.52M | — | — |
| Q1 2026 | $1.4M | 57.9K | — | — |
| Q1 2026 | $2.5M | 114.5K | — | — |
| Q1 2026 | $5.3M | 226.8K | — | — |
| Q1 2026 | $38.7M | 1.56M | — | — |
| Q1 2026 | $13.8M | 281.4K | — | — |
| Q1 2026 | $20.7M | 628.8K | — | — |
| Q1 2026 | $30.2M | 1.04M | — | — |
| Q1 2026 | $6.3M | 206.3K | — | — |
| Q1 2026 | $125.3M | 4.89M | — | — |
| Q4 2025 | $39.7M | 1.50M | — | — |
| Q4 2025 | $21.5M | 1.03M | — | — |
| Q4 2025 | $56.1M | 2.40M | — | — |
| Q4 2025 | $33M | 1.37M | — | — |
| Q4 2025 | $14.7M | 325.9K | — | — |
| Q4 2025 | $38.9M | 1.19M | — | — |
| Q4 2025 | $28.4M | 997.4K | — | — |
| Q4 2025 | $167.3M | 6.22M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B