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Schwab U S Broad Market ETF shares owned by Colony

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Colony from 13F filings

Historical chart of Colony investment in Schwab U S Broad Market ETF

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All positions including Schwab U S Broad Market ETF held by Colony consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Colony

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 175k 66.52
2024-06-30 $12M 188k 62.87
2024-03-31 $3.6M 59k 61.04
2023-12-31 $2.8M 50k 55.66

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 U S Broad Market ETF

Wealthfront Advisers
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
Evergreen Advisors
Callan Capital
HT Partners
Hanson & Doremus Investment Management
Retirement Planning Group
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF