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

Colonial Trust’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$552K	Buy
2025 Q2	$489K	Hold
2025 Q1	$511K	Sell
2024 Q4	$651K	Buy
2024 Q3	$442K	Buy
2024 Q1	–	Sell
2023 Q4	$60.4K	Buy
2023 Q3	$6.58K	Hold
2023 Q2	$6.47K	Buy