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Schwab Strategic Tr intrm trm shares owned by Colony

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Colony from 13F filings

Historical chart of Colony investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm 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 intrm trm by Colony

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.1M 243k 25.13
2025-06-30 $5.1M 202k 25.03
2025-03-31 $5.5M 220k 24.86
2024-12-31 $4.6M 189k 24.29
2024-09-30 $4.6M 92k 50.60
2024-03-31 $445k 9.1k 49.05
2023-12-31 $451k 9.1k 49.71

More positions owned by Colony

Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Colony

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
Cornerstone Wealth Advisors
Envestnet Asset Management
Moisand Fitzgerald Tamayo
Pacific Sage Partners
State Street Corporation
HPM Partners
Exchange Traded Concepts
Resonant Capital Advisors
Wealth Enhancement Advisory Services
Streettalk Advisors

View all funds holding Schwab Strategic Tr intrm trm