Skip to content
Disclosery

Colonial Trust Advisors: SCHW position timeline

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

Colonial Trust Advisors held 143,048 SCHW 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 143,048 shares
    Change vs previous 13F +1,796 shares

    0.59% of the 13F portfolio, value $13,199,040.

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

    • Colonial Trust Advisors: 91,978 shares
    • Colonial Trust Co / SC: 51,070 shares

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

  2. period ended2026-03-31
    13F 141,252 shares
    Change vs previous 13F +897 shares

    0.66% of the 13F portfolio, value $13,274,857.

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

    • Colonial Trust Advisors: 89,954 shares
    • Colonial Trust Co / SC: 51,298 shares

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

  3. period ended2025-12-31
    13F 140,355 shares
    Change vs previous 13F +9,441 shares

    0.67% of the 13F portfolio, value $14,022,804.

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

    • Colonial Trust Advisors: 89,812 shares
    • Colonial Trust Co / SC: 50,543 shares

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

  4. period ended2025-09-30
    13F 130,914 shares
    Change vs previous 13F +3,925 shares

    0.61% of the 13F portfolio, value $12,498,356.

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

    • Colonial Trust Advisors: 78,739 shares
    • Colonial Trust Co / SC: 52,175 shares

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

  5. period ended2025-06-30
    13F 126,989 shares
    Change vs previous 13F +693 shares

    0.61% of the 13F portfolio, value $11,586,462.

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

    • Colonial Trust Advisors: 74,755 shares
    • Colonial Trust Co / SC: 52,234 shares

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

  6. period ended2025-03-31
    13F 126,296 shares
    Change vs previous 13F +10,595 shares

    0.56% of the 13F portfolio, value $9,886,511.

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

    • Colonial Trust Advisors: 74,539 shares
    • Colonial Trust Co / SC: 51,757 shares

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

  7. period ended2024-12-31
    13F 115,701 shares
    Change vs previous 13F +3,804 shares

    0.48% of the 13F portfolio, value $8,562,993.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 65,262 shares
    • Colonial Trust Co / SC: 50,439 shares

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

  8. period ended2024-09-30
    13F 111,897 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $7,252,010.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 73,135 shares
    • Colonial Trust Co / SC: 38,762 shares

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