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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$36 Hold
2024
Q4
$38 Sell
2024
Q3
$6.92K Hold
2024
Q2
$6.54K Sell
2024
Q1
$19.5K Buy