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Colonial Trust Advisors: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colonial Trust Advisors on SCHD, newest first. How the timeline and the estimate are built.

Colonial Trust Advisors held 20,491 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,491 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $654,247.

    13F-HR 0001398344-26-013987 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 131 shares
    • Colonial Trust Co / SC: 20,360 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,490 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $624,559.

    13F-HR 0001398344-26-009002 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 130 shares
    • Colonial Trust Co / SC: 20,360 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,489 shares
    Change vs previous 13F +129 shares

    0.03% of the 13F portfolio, value $566,081.

    13F-HR 0001398344-26-002826 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 129 shares
    • Colonial Trust Co / SC: 20,360 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,360 shares
    Change vs previous 13F +1,830 shares

    0.07% of the 13F portfolio, value $551,756.

    13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,530 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $489,007.

    13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,530 shares
    Change vs previous 13F -5,370 shares

    0.08% of the 13F portfolio, value $511,057.

    13F-HR 0001398344-25-009321 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,900 shares
    Change vs previous 13F +18,650 shares

    0.1% of the 13F portfolio, value $650,797.

    13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,250 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $442,365.

    13F-HR 0001398344-24-020483 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).