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

Colonial Trust’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 		$7.99K Buy
285
+30
+12% +$841 ﹤0.01% 776
2025
Q1 		$6.68K Hold
255
– – ﹤0.01% 798
2024
Q4 		$7.07K Buy
+255
New +$7.07K ﹤0.01% 1005