CRI
SCHW icon

Colonial River Investments’s Charles Schwab SCHW Stock Holding History

Colonial River Investments’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$414K Buy
4,445
+524
+13% +$48.8K 0.18% 127
2025
Q1 		$307K Buy
+3,921
New +$307K 0.17% 128