Blue Sky Capital Consultants Group, Inc. SCHK — SCHWAB STRATEGIC TR

Ownership history in Blue Sky Capital Consultants Group, Inc.  ·  6 quarters on record

AI Ownership Summary

Blue Sky Capital Consultants Group, Inc. reported SCHWAB STRATEGIC TR (SCHK) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.84% in 2026 Q1. The latest visible filing shows SCHK at 1.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Sky Capital Consultants Group, Inc.'s position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHK was reported at 1.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.84% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHK stock page Blue Sky Capital Consultants Group, Inc. fund profile Blue Sky Capital Consultants Group, Inc. full holdings
How Blue Sky Capital Consultants Group, Inc. held SCHK — position size vs. price
% of Fund (quarterly)    SCHK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 123,125 +94,795 +334.6% 1.84% $3.9M 2026-04-28 $34.15
2025 Q4 ADDED — — — 28,330 +10,018 +54.7% 0.40% $929K 2026-01-23 $33.05
2025 Q3 REDUCED 28.9% +3.4% ❌ 18,312 -7,427 -28.9% 0.25% $588K 2025-10-22 $31.90
2025 Q2 REDUCED — — — 25,739 -408 -1.6% 0.39% $768K 2025-07-31 $30.17
2025 Q1 REDUCED 59.6% +11.1% ❌ 26,147 -38,652 -59.6% 0.46% $704K 2025-05-09 $26.84
2024 Q4 INITIATED — — — 64,799 — — 1.10% $1.8M 2025-02-19 $29.13

🏢 Other funds also holding SCHK

As of 2026 Q2 — sorted by position size

ARMSTRONG ADVISORY GROUP, INC 3Y 14.31% Legacy Wealth Management, LLC 3Y 7Y 11.03% Lighthouse Wealth Management Inc. 8.46% Blake Schutter Theil Wealth Advisors, LLC 4.64% WADDELL & ASSOCIATES, LLC 3Y 7Y 3.83% ORSER CAPITAL MANAGEMENT, LLC 3Y 1.5% Wolfstich Capital, LLC 1.07% Sherrill & Hutchins Financial Advisory, Inc 0.8% Opulen Financial Group LLC 0.79% Richardson Capital Management LLC 0.61%

FAQ About Blue Sky Capital Consultants Group, Inc. and SCHK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blue Sky Capital Consultants Group, Inc. reported owning SCHK?

Blue Sky Capital Consultants Group, Inc. reported SCHK across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SCHK position in Blue Sky Capital Consultants Group, Inc.'s portfolio?

The largest reported portfolio weight for SCHK was 1.84% in 2026 Q1.

What is the latest reported SCHK position on this page?

The most recent filing on this page is 2026 Q1, when Blue Sky Capital Consultants Group, Inc. reported 123,125 shares, equal to 1.84% of portfolio, with an estimated market value of $3.9M.

What does the chart on this SCHK ownership page compare?

The chart compares Blue Sky Capital Consultants Group, Inc.'s quarterly SCHK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Blue Sky Capital Consultants Group, Inc. time their SCHK position?

Based on 13F filing dates vs. subsequent SCHK price moves, Blue Sky Capital Consultants Group, Inc. correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on SCHK relative to SPY over the holding period was -0.4%.

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