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Colonial Trust Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Colonial Trust Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$278K Hold
9,910
– – 0.02% 179
2025
Q1 		$260K Buy
+9,910
New +$260K 0.02% 182