Chilton Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Chilton Capital Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.25M	Hold	200,670	–	–	0.23%	71
2026 Q1	$5.84M	Sell	200,670 -5,180	-3%	-$155K	0.2%	77
2025 Q4	$5.86M	Buy	205,850 +1	+0%	+$28	0.2%	78
2025 Q3	$5.74M	Sell	205,849 -1,580	-0.8%	-$42.2K	0.19%	79
2025 Q2	$5.25M	Hold	207,429	–	–	0.19%	81
2025 Q1	$4.86M	Sell	207,429 -4,268	-2%	-$109K	0.21%	79
2024 Q4	$5.47M	Sell	211,697 -1,439	-0.7%	-$38.3K	0.23%	78
2024 Q3	$5.49M	Buy	213,136 +6,100	+3%	+$151K	0.23%	79
2024 Q2	$4.91M	Buy	207,036 +266	+0.1%	+$6.3K	0.22%	81
2024 Q1	$5.09M	Buy	206,770 +41,354	+25%	+$969K	0.24%	79
2023 Q4	$3.91M	Hold	165,416	–	–	0.2%	85
2023 Q3	$3.43M	Buy	165,416 +2,786	+2%	+$61.1K	0.19%	83
2023 Q2	$3.56M	Sell	162,630 -646	-0.4%	-$13.5K	0.2%	81
2023 Q1	$3.42M	Sell	163,276 -1,598	-1%	-$34.3K	0.2%	84
2022 Q4	$3.34M	Sell	164,874 -3,924	-2%	-$80.4K	0.21%	84
2022 Q3	$3.19M	Sell	168,798 -9,108	-5%	-$190K	0.21%	84
2022 Q2	$3.47M	Sell	177,906 -158	-0.1%	-$3.38K	0.21%	85
2022 Q1	$4.22M	Buy	178,064 +1,068	+0.6%	+$25.2K	0.22%	83
2021 Q4	$4.53M	Hold	176,996	–	–	0.23%	83
2021 Q3	$4.43M	Buy	176,996 +268	+0.2%	+$6.8K	0.25%	84
2021 Q2	$4.6M	Buy	176,728 +2,724	+2%	+$69.6K	0.26%	79
2021 Q1	$4.34M	Sell	174,004 -1,220	-0.7%	-$30K	0.29%	80
2020 Q4	$3.9M	Hold	175,224	–	–	0.28%	80
2020 Q3	$2.99M	Hold	175,224	–	–	0.23%	85
2020 Q2	$2.86M	Buy	175,224 +50,480	+40%	+$756K	0.24%	83
2020 Q1	$1.61M	Sell	124,744 -3,676	-3%	-$62.5K	0.16%	93
2019 Q4	$2.43M	Hold	128,420	–	–	0.19%	95
2019 Q3	$2.24M	Sell	128,420 -8,000	-6%	-$141K	0.18%	96
2019 Q2	$2.44M	Buy	136,420 +7,480	+6%	+$132K	0.21%	92
2019 Q1	$2.25M	Sell	128,940 -2,220	-2%	-$38K	0.2%	91
2018 Q4	$1.99M	Buy	+131,160	New	+$2.22M	0.19%	96

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Chilton Capital Management's SCHA Position: Q2 2026 in Review

Chilton Capital Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 200,670 shares worth $7.25M. The position accounts for 0.23% of the portfolio, ranked #71.

Chilton Capital Management first reported a position in SCHA in Q4 2018 and has held it in 31 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Chilton Capital Management held 200,670 shares of Schwab U.S Small- Cap ETF worth $7.25M as of Q2 2026.
Chilton Capital Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.23% of Chilton Capital Management's portfolio in Q2 2026, its #71 holding.
Chilton Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.