Position in SCHW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,453,876
-$519,240 QoQ
Shares Held
89,954
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Colonial Trust Advisors holds $29,984,382 across 9 Capital Markets names. SCHW ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
25,393 | $21,482,224 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
89,954 | $8,453,876 | |
| 3 | IREN |
IREN Ltd
|
500 | $17,140 | |
| 4 | MS |
Morgan Stanley
|
93 | $15,305 | |
| 5 | MARA |
MARA Holdings, Inc.
|
1,000 | $8,160 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
15 | $4,512 | |
| 7 | BTBT |
Bit Digital, Inc
|
1,700 | $2,227 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
20 | $825 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,453,876 | 89,954 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,973,116 | 89,812 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,517,212 | 78,739 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,820,646 | 74,755 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,834,912 | 74,539 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,830,040 | 65,262 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,739,879 | 73,135 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,804,366 | 65,197 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,677,576 | 64,661 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,671,649 | 53,367 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,790,621 | 50,831 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,650,640 | 46,765 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,332,009 | 44,521 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,367,950 | 40,451 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,789,274 | 38,810 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,177,119 | 34,459 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,540,091 | 30,128 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,199,046 | 26,148 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,880,801 | 25,821 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,802,994 | 24,763 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,635,822 | 25,097 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,407,416 | 26,535 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,234,682 | 34,079 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $3,387,597 | 100,403 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,586,514 | 106,678 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||