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Schwab 5-10 Year Corporate B otr shares owned by Colony

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Colony from 13F filings

Historical chart of Colony investment in Schwab 5-10 Year Corporate B otr

Tip: Access up to 7 years of quarterly data

All positions including Schwab 5-10 Year Corporate B otr held by Colony consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by Colony

Quarter filed Position value Share count Share price at filing
2025-12-31 $737k 32k 22.97
2024-09-30 $832k 18k 46.16

More positions owned by Colony

Apple (AAPL)
Microsoft Corporation (MSFT)
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Select Sector Spdr Tr State Street Tec (XLK)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Valued Advisers Tr Kovitz Core Eqt (EQTY)
Vanguard World Inf Tech Etf (VGT)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Colony

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Bouchey Financial
Ameriprise Financial
Royal Bank of Canada
Janney Montgomery Scott
Gunma Bank
L2 Asset Management
Taddei, Ludwig & Associates
Stifel Financial
LPL Financial
Huntington Asset Advisors
Van Strum & Towne

View all funds holding Schwab 5-10 Year Corporate B otr