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Schwab Strategic Tr sht tm us tres shares owned by Colony

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Colony from 13F filings

Historical chart of Colony 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 Colony 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 Colony

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.3M 340k 24.37
2025-09-30 $3.7M 154k 24.40
2025-06-30 $3.3M 137k 24.38
2025-03-31 $3.4M 140k 24.34
2024-12-31 $3.3M 138k 24.06
2024-09-30 $3.5M 71k 48.98

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 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
Wealth Enhancement Advisory Services
State Street Corporation
MCF Advisors
Bangor Savings Bank
Wells Fargo & Company
HPM Partners
Stephens Group Asset Management

View all funds holding Schwab Strategic Tr sht tm us tres