SCYB β€” SCHWAB STRATEGIC TR

Ownership history in BlueSky Wealth Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

BlueSky Wealth Advisors, LLC reported SCHWAB STRATEGIC TR (SCYB) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.14% in 2026 Q1. The latest visible filing shows SCYB at 0.14% 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 SCYB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BlueSky Wealth Advisors, LLC'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

SCYB was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% 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
2026 Q1 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.

How BlueSky Wealth Advisors, LLC held SCYB β€” position size vs. price
% of Fund (quarterly)    SCYB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 41,846 β€” β€” 0.14% $1.1M 2026-04-16 $26.30

FAQ About BlueSky Wealth Advisors, LLC and SCYB

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

How long has BlueSky Wealth Advisors, LLC reported owning SCYB?

BlueSky Wealth Advisors, LLC reported SCYB across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported SCYB position in BlueSky Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for SCYB was 0.14% in 2026 Q1.

What is the latest reported SCYB position on this page?

The most recent filing on this page is 2026 Q1, when BlueSky Wealth Advisors, LLC reported 41,846 shares, equal to 0.14% of portfolio, with an estimated market value of $1.1M.

What does the chart on this SCYB ownership page compare?

The chart compares BlueSky Wealth Advisors, LLC's quarterly SCYB 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.

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