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

Colonial Trust’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$498K Buy
16,928
+1,167
+7% +$33.3K 0.06% 178
2026
Q1 		$404K Hold
15,761
– – 0.06% 203
2025
Q4 		$424K Hold
15,761
– – 0.06% 201
2025
Q3 		$415K Buy
15,761
+4,160
+36% +$106K 0.06% 210
2025
Q2 		$284K Buy
11,601
+34
+0.3% +$769 0.04% 249
2025
Q1 		$255K Hold
11,567
– – 0.04% 247
2024
Q4 		$268K Buy
11,567
+2,642
+30% +$61.6K 0.04% 251
2024
Q3 		$202K Buy
8,925
+3,300
+59% +$71.9K 0.03% 305
2024
Q2 		$120K Hold
5,625
– – 0.02% 372
2024
Q1 		$116K Buy
+5,625
New +$111K 0.02% 371
2023
Q2 		– Sell
-3
Closed -$48 – 971
2023
Q1 		$48 Sell
3
-18
-86% -$283 ﹤0.01% 892
2022
Q4 		$317 Buy
+21
New +$318 ﹤0.01% 890

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Colonial Trust's SCHX Position: Q2 2026 in Review

Colonial Trust increased its Schwab US Large- Cap ETF (SCHX) stake by 7.4% in Q2 2026, buying an estimated $33.3K and bringing the position to 16,928 shares worth $498K. The position accounts for 0.06% of the portfolio, ranked #178.

Colonial Trust first reported a position in SCHX in Q4 2022 and has held it in 12 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Colonial Trust held 16,928 shares of Schwab US Large- Cap ETF worth $498K as of Q2 2026.
  • Colonial Trust bought 1,167 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $33.3K.
  • Schwab US Large- Cap ETF made up 0.06% of Colonial Trust's portfolio in Q2 2026, its #178 holding.
  • Colonial Trust first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 12 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.