Colonial Trust Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.15K Buy
131
+1
+0.8% +$32 ﹤0.01% 679
2026
Q1
$3.99K Buy
130
+1
+0.8% +$30 ﹤0.01% 621
2025
Q4
$3.53K Buy
+129
New +$3.51K ﹤0.01% 611

Other funds holding SCHD

Colonial Trust Advisors's SCHD Position: Q2 2026 in Review

Colonial Trust Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.77% in Q2 2026, buying an estimated $32 and bringing the position to 131 shares worth $4.15K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Colonial Trust Advisors first reported a position in SCHD in Q4 2025 and has held it in 3 quarters since. 2,139 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Colonial Trust Advisors held 131 shares of Schwab US Dividend Equity ETF worth $4.15K as of Q2 2026.
  • Colonial Trust Advisors bought 1 Schwab US Dividend Equity ETF share in Q2 2026, an estimated $32.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #679 holding.
  • Colonial Trust Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.