Colonial Trust Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Colonial Trust Advisors's SCHD Position: Q1 2026 in Review
Colonial Trust Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.78% in Q1 2026, buying an estimated $30 and bringing the position to 130 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #621.
Colonial Trust Advisors first reported a position in SCHD in Q4 2025 and has held it in 2 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Colonial Trust Advisors held 130 shares of Schwab US Dividend Equity ETF worth $3.99K as of Q1 2026.
- Colonial Trust Advisors bought 1 Schwab US Dividend Equity ETF share in Q1 2026, an estimated $30.
- Schwab US Dividend Equity ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #621 holding.
- Colonial Trust Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 2 quarters since.
- 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.