Colonial Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$415K Buy
2025
Q2
$284K Buy
2025
Q1
$255K Hold
2024
Q4
$268K Buy
2024
Q3
$202K Buy
2024
Q2
$120K Hold
2024
Q1
$116K Buy
2023
Q2
Sell
2023
Q1
$48 Sell
2022
Q4
$317 Buy