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Colonial Trust Advisors: SCHM position timeline

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

Colonial Trust Advisors held 9,444 SCHM 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 9,444 shares
    Change vs previous 13F -751 shares

    0.02% of the 13F portfolio, value $348,217.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 8,260 shares
    • Colonial Trust Co / SC: 1,184 shares

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

  2. period ended2026-03-31
    13F 10,195 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $315,652.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 9,910 shares
    • Colonial Trust Co / SC: 285 shares

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

  3. period ended2025-12-31
    13F 10,195 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $306,577.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 9,910 shares
    • Colonial Trust Co / SC: 285 shares

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

  4. period ended2025-09-30
    13F 10,195 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $302,193.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 9,910 shares
    • Colonial Trust Co / SC: 285 shares

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

  5. period ended2025-06-30
    13F 10,195 shares
    Change vs previous 13F +30 shares

    0.02% of the 13F portfolio, value $285,982.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 9,910 shares
    • Colonial Trust Co / SC: 285 shares

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

  6. period ended2025-03-31
    13F 10,165 shares
    Change vs previous 13F +9,910 shares

    0.02% of the 13F portfolio, value $266,335.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 9,910 shares
    • Colonial Trust Co / SC: 255 shares

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

  7. period ended2024-12-31
    13F 255 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,066.

    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).