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

Colonial Trust’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,304
Closed -$118K – 1349
2024
Q3 		$118K Hold
5,304
– – 0.02% 416
2024
Q2 		$111K Hold
5,304
– – 0.02% 387
2024
Q1 		$108K Buy
+5,304
New +$103K 0.02% 386

Other funds holding SCHB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Colonial Trust's SCHB Position: Q4 2024 in Review

Colonial Trust sold out of Schwab US Broad Market ETF (SCHB) in Q4 2024, closing a stake of 5,304 shares — an estimated $118K sold.

Colonial Trust first reported a position in SCHB in Q1 2024 and held it in 3 quarters. The position peaked at $118K in Q3 2024. 1,178 funds tracked by Wall St. Rank hold SCHB as of Q4 2024.

  • Colonial Trust reported no remaining Schwab US Broad Market ETF position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust sold 5,304 Schwab US Broad Market ETF shares in Q4 2024, an estimated $118K.
  • Colonial Trust first reported a position in Schwab US Broad Market ETF in Q1 2024 and held it in 3 quarters.
  • Colonial Trust's Schwab US Broad Market ETF position peaked at $118K in Q3 2024.
  • 1,178 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2024.

Based on Colonial Trust's 13F filing for Q4 2024, filed 14 Feb 2025.