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Schwab Strategic Tr shares owned by Colony

Quarter-by-quarter ownership of Schwab Strategic Tr shares owned by Colony from 13F filings

Historical chart of Colony investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Colony

Quarter filed Position value Share count Share price at filing
2024-09-30 $489k 19k 25.25

More positions owned by Colony

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Colony

Top funds holding Schwab Strategic Tr

Citadel Advisors
Jane Street
Kingsview Wealth Management
Feltz Wealth PLAN
Colony
Hummer Financial Advisory Services

View all funds holding Schwab Strategic Tr