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Schwab Strategic Tr us lrg cap etf shares owned by Colony Group

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Colony Group from 13F filings

Historical chart of Colony Group investment in Schwab Strategic Tr us lrg cap etf

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All positions including Schwab Strategic Tr us lrg cap etf held by Colony Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Colony Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $19M 366k 50.60
2023-06-30 $20M 376k 52.37
2023-03-31 $19M 388k 48.37
2022-12-31 $18M 401k 45.15
2022-09-30 $18M 425k 42.35
2022-06-30 $20M 449k 44.66
2022-03-31 $25M 467k 53.85
2021-12-31 $27M 240k 113.82
2021-09-30 $27M 257k 104.03
2021-06-30 $28M 268k 103.97
2021-03-31 $27M 280k 96.03
2020-12-31 $26M 287k 90.95
2020-09-30 $23M 290k 80.63
2020-06-30 $22M 292k 74.10
2020-03-31 $17M 279k 61.25
2019-12-31 $11M 141k 76.81
2019-09-30 $10M 142k 70.93
2019-06-30 $10M 148k 70.19
2019-03-31 $11M 161k 67.61
2018-12-31 $10M 173k 59.70
2018-09-30 $8.9M 129k 69.56
2018-06-30 $8.5M 131k 64.99
2018-03-31 $8.4M 133k 63.08
2017-12-31 $8.6M 136k 63.78
2017-09-30 $6.8M 114k 60.04
2017-06-30 $6.6M 114k 57.77
2017-03-31 $5.6M 100k 56.27
2016-12-31 $318k 6.0k 53.26
2016-09-30 $283k 5.5k 51.61
2016-06-30 $273k 5.5k 49.79
2015-12-31 $409k 8.4k 48.56
2015-09-30 $758k 17k 45.78
2015-06-30 $746k 15k 49.34
2015-03-31 $114k 2.3k 49.63
2014-12-31 $346k 7.1k 49.04
2014-09-30 $293k 6.2k 47.00
2014-06-30 $51k 1.1k 46.49
2014-03-31 $22k 486 45.27
2013-12-31 $17k 390 43.59

More positions owned by Colony Group

Ishares Trust Core Msci Total Intl Stk E Etf (IXUS)
Vanguard S&p 500 Etf Etf (VOO)
Berkshire Hathaway Inc Class A Class A (BRK.A)
Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Spdr Ser Tr Msci Usa Strtgic Etf (QUS)
Vanguard Dividend Appreciation Etf (VIG)
Ishares Russell 1000 Etf Etf (IWB)
Vanguard Total Stock Market Etf (VTI)
Alphabet Inc Class A Class A (GOOGL)
Jpmorgan Chase & Co Common (JPM)
Pepsico Common (PEP)
BERKSHIRE HATHAWAY INC - Class B Class B (BRK.B)
Vanguard Large-cap Index Fund Etf (VV)
Vanguard Extended Market Etf S &p Compl Etf (VXF)

View all positions for Colony Group

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
Wealthsource Partners

View all funds holding Schwab Strategic Tr us lrg cap etf