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Schwab Strategic Tr shares owned by Colony

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

Historical chart of Colony investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr 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 by Colony

Quarter filed Position value Share count Share price at filing
2026-03-31 $256k 10k 25.48

More positions owned by Colony

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr State Street Tec (XLK)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Valued Advisers Tr Kovitz Core Eqt (EQTY)
Broadcom (AVGO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ea Series Trust Ea Bridgeway Omn (BSVO)

View all positions for Colony

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Bank of America Corporation
Jones Financial Companies, L.L
Streettalk Advisors
Charles Schwab Trust
Jane Street
Pallas Capital Advisors
United Capital Financial Advisers
Creative Planning
Envestnet Asset Management
Fort Point Capital Partners
Wedmont Private Capital
Old Mission Capital
Quantinno Capital Management
Mml Investors Services

View all funds holding Schwab Strategic Tr