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Colonial Trust Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Colonial Trust Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$122K Buy
5,240
+2
+0% +$46 0.01% 243
2025
Q1 		$121K Buy
+5,238
New +$121K 0.01% 243