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Schwab Strategic Tr us dividend eq shares owned by Colony Group

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Colony Group from 13F filings

Historical chart of Colony Group investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq 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 dividend eq by Colony Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $23M 318k 70.76
2023-06-30 $23M 322k 72.62
2023-03-31 $22M 305k 73.16
2022-12-31 $24M 322k 75.54
2022-09-30 $22M 325k 66.43
2022-06-30 $23M 324k 71.63
2022-03-31 $25M 323k 78.89
2021-12-31 $27M 329k 80.83
2021-09-30 $25M 339k 74.24
2021-06-30 $28M 367k 75.62
2021-03-31 $27M 373k 72.92
2020-12-31 $24M 373k 64.14
2020-09-30 $19M 351k 55.30
2020-06-30 $18M 356k 51.75
2020-03-31 $16M 364k 44.98
2019-12-31 $22M 385k 57.92
2019-09-30 $21M 387k 54.78
2019-06-30 $21M 395k 53.07
2019-03-31 $373k 7.1k 52.34