Colonial Trust Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$36 | – | 725 |
|
|
2025
Q1 | $36 | Hold |
2
| – | – | ﹤0.01% | 668 |
|
|
2024
Q4 | $38 | Sell |
2
-310
| -99% | -$5.89K | ﹤0.01% | 672 |
|
|
2024
Q3 | $6.92K | Hold |
312
| – | – | ﹤0.01% | 585 |
|
|
2024
Q2 | $6.54K | Sell |
312
-648
| -68% | -$13.6K | ﹤0.01% | 579 |
|
|
2024
Q1 | $19.5K | Buy |
+960
| New | +$19.5K | ﹤0.01% | 479 |
|