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Colonial Trust Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Colonial Trust Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$7.08K ﹤0.01% 672
2024
Q3 		$6.92K Hold
312
– – ﹤0.01% 585
2024
Q2 		$6.54K Sell
312
-648
-68% -$13.1K ﹤0.01% 579
2024
Q1 		$19.5K Buy
+960
New +$18.6K ﹤0.01% 479

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Colonial Trust Advisors's SCHB Position: Q2 2025 in Review

Colonial Trust Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 2 shares — an estimated $36 sold.

Colonial Trust Advisors first reported a position in SCHB in Q1 2024 and held it in 5 quarters. The position peaked at $19.5K in Q1 2024. 1,209 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Colonial Trust Advisors reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 2 Schwab US Broad Market ETF shares in Q2 2025, an estimated $36.
  • Colonial Trust Advisors first reported a position in Schwab US Broad Market ETF in Q1 2024 and held it in 5 quarters.
  • Colonial Trust Advisors's Schwab US Broad Market ETF position peaked at $19.5K in Q1 2024.
  • 1,209 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Colonial Trust Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.