SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

BlueSky Wealth Advisors, LLC's Holding History (CIK: 0001704107)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,400,575 Value ($000) $56,101 Avg Close — Range —
Q3 2025
Shares 2,241,127 Value ($000) $52,599 Avg Close — Range —
Q2 2025
Shares 2,123,549 Value ($000) $49,351 Avg Close — Range —
Q1 2025
Shares 2,088,164 Value ($000) $48,362 Avg Close — Range —
Q4 2024
Shares 2,041,533 Value ($000) $46,343 Avg Close — Range —
Q3 2024
Shares 995,941 Value ($000) $47,327 Avg Close — Range —
Q2 2024
Shares 941,446 Value ($000) $42,911 Avg Close — Range —
Q4 2023
Shares 867,600 Value ($000) $40,448 Avg Close — Range —
Q3 2023
Shares 995,422 Value ($000) $44,028 Avg Close — Range —
Q2 2023
Shares 902,144 Value ($000) $41,643 Avg Close — Range —
Q1 2023
Shares 878,005 Value ($000) $41,187 Avg Close — Range —
Q4 2022
Shares 858,015 Value ($000) $39,168 Avg Close — Range —
Q3 2022
Shares 865,091 Value ($000) $39,197 Avg Close — Range —
Q2 2022
Shares 819,742 Value ($000) $39,241 Avg Close — Range —
Q1 2022
Shares 819,833 Value ($000) $41,459 Avg Close — Range —
Q4 2021
Shares 938,991 Value ($000) $50,612 Avg Close — Range —
Q3 2021
Shares 897,598 Value ($000) $48,704 Avg Close — Range —
Q2 2021
Shares 857,990 Value ($000) $46,966 Avg Close — Range —
Q1 2021
Shares 753,167 Value ($000) $40,731 Avg Close — Range —
Q4 2020
Shares 658,902 Value ($000) $36,918 Avg Close — Range —
Q3 2020
Shares 595,045 Value ($000) $33,352 Avg Close — Range —
Q2 2020
Shares 542,644 Value ($000) $30,518 Avg Close — Range —
Q1 2020
Shares 480,484 Value ($000) $26,076 Avg Close — Range —
Q4 2019
Shares 454,518 Value ($000) $24,353 Avg Close — Range —
Q3 2019
Shares 432,284 Value ($000) $23,326 Avg Close — Range —
Q2 2019
Shares 391,133 Value ($000) $20,730 Avg Close — Range —
Q1 2019
Shares 363,906 Value ($000) $18,770 Avg Close — Range —
Q4 2018
Shares 315,059 Value ($000) $15,980 Avg Close — Range —
Q3 2018
Shares 363,650 Value ($000) $18,091 Avg Close — Range —
Q2 2018
Shares 336,621 Value ($000) $17,046 Avg Close — Range —
Q1 2018
Shares 342,506 Value ($000) $17,475 Avg Close — Range —
Q4 2017
Shares 270,760 Value ($000) $14,090 Avg Close — Range —
Q3 2017
Shares 250,351 Value ($000) $13,108 Avg Close — Range —
Q2 2017
Shares 240,187 Value ($000) $12,550 Avg Close — Range —
Q1 2017
Shares 217,746 Value ($000) $11,277 Avg Close — Range —
Q4 2016
Shares 197,707 Value ($000) $10,182 Avg Close — Range —