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Schwab Strategic Tr shares owned by Colony

Quarter-by-quarter ownership of Schwab Strategic Tr (SCUS) 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
2026-06-30 $252k 10k 25.18
2024-12-31 $486k 19k 25.12
2024-09-30 $489k 19k 25.25

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View all positions for Colony

Top funds holding Schwab Strategic Tr

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
Cambridge Investment Research Advisors
Citadel Advisors
Integrity Advisory Solutions
Savvy Advisors
Concurrent Investment Advisors
Kaizen Financial Strategies
Jane Street
Mariner Wealth Advisors
WealthPlan Investment Management
Warren Averett Asset Management
Hummer Financial Advisory Services
Susquehanna International
Coastwise Capital Group
James Investment Research

View all funds holding Schwab Strategic Tr