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Schwab Strategic Tr us dividend eq shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors from 13F filings

Historical chart of Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 56k 27.30
2025-06-30 $1.5M 56k 26.50
2025-03-31 $1.5M 55k 27.58
2024-12-31 $1.5M 54k 27.32
2024-09-30 $1.5M 18k 84.53
2024-06-30 $1.3M 16k 77.76
2024-03-31 $1.2M 16k 80.63
2023-12-31 $1.1M 15k 76.13
2023-09-30 $985k 14k 70.76
2023-06-30 $1.0M 14k 72.62
2023-03-31 $1.1M 15k 72.30
2022-12-31 $1.1M 14k 75.54
2022-09-30 $988k 15k 66.44
2022-06-30 $1.1M 15k 74.45
2022-03-31 $941k 12k 78.88
2021-12-31 $924k 11k 80.82
2021-09-30 $780k 11k 74.19
2021-06-30 $866k 12k 75.60
2021-03-31 $877k 12k 72.95
2020-12-31 $705k 11k 64.11
2020-09-30 $514k 9.3k 55.34
2020-06-30 $481k 9.3k 51.78
2020-03-31 $395k 8.8k 44.94
2019-12-31 $541k 9.1k 59.23
2019-09-30 $427k 7.8k 54.80
2019-06-30 $410k 7.7k 53.11
2019-03-31 $329k 6.3k 52.06
2018-12-31 $296k 6.3k 46.92
2018-09-30 $286k 5.4k 52.97
2018-06-30 $244k 4.9k 49.37

More positions owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
DNP Select Income Fund (DNP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Top funds holding Schwab Strategic Tr us dividend eq

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UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
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View all funds holding Schwab Strategic Tr us dividend eq