A detailed history of Colonial Trust CO / Sc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Colonial Trust CO / Sc holds 2,975 shares of SCHX stock, worth $69,615. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,975
Previous 1,875 58.67%
Holding current value
$69,615
Previous $120,000 67.5%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$61.11 - $67.85 $67,221 - $74,635
1,100 Added 58.67%
2,975 $201,000
Q1 2024

May 13, 2024

BUY
$55.41 - $62.08 $103,893 - $116,400
1,875 New
1,875 $116,000
Q1 2023

May 11, 2023

SELL
$44.78 - $49.41 $268 - $296
-6 Reduced 85.71%
1 $0
Q4 2022

Feb 14, 2023

BUY
$42.25 - $48.16 $295 - $337
7 New
7 $0

Others Institutions Holding SCHX

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