Schwab Strategic Tr us lrg cap etf shares owned by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) 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 us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $333k | 12k | 26.91 |
| 2025-09-30 | $326k | 12k | 26.34 |
| 2025-06-30 | $300k | 12k | 24.44 |
| 2025-03-31 | $235k | 11k | 21.96 |
| 2024-12-31 | $248k | 11k | 23.18 |
| 2024-09-30 | $242k | 3.6k | 67.84 |
| 2024-06-30 | $229k | 3.6k | 64.24 |
| 2024-03-31 | $222k | 3.6k | 62.05 |
| 2023-12-31 | $201k | 3.6k | 56.40 |
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