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Schwab Strategic Tr sht tm us tres shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) 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 sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres 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 sht tm us tres 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 $932k 38k 24.40
2025-06-30 $1.3M 52k 24.38
2020-06-30 $203k 3.9k 51.55

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 sht tm us tres

Jpmorgan Chase & Co
Ameriprise Financial
Sei Investments
Envestnet Asset Management
Stifel Financial
Wealthfront Advisers
Pnc Financial Services
Moisand Fitzgerald Tamayo
Morgan Stanley
LPL Financial
State Street Corporation
HPM Partners
Wealth Enhancement Advisory Services
MCF Advisors
Bsc Private Wealth Management

View all funds holding Schwab Strategic Tr sht tm us tres