CCM
SCHB icon

Chilton Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Chilton Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1M Sell
34,598
-390
-1% -$10.9K 0.03% 131
2026
Q1 		$878K Sell
34,988
-5,524
-14% -$145K 0.03% 136
2025
Q4 		$1.06M Sell
40,512
-1,705
-4% -$44.4K 0.04% 127
2025
Q3 		$1.09M Sell
42,217
-1,604
-4% -$39.7K 0.04% 134
2025
Q2 		$1.04M Buy
43,821
+517
+1% +$11.4K 0.04% 131
2025
Q1 		$932K Sell
43,304
-8,964
-17% -$204K 0.04% 133
2024
Q4 		$1.19M Buy
52,268
+524
+1% +$12K 0.05% 122
2024
Q3 		$1.15M Buy
51,744
+411
+0.8% +$8.78K 0.05% 128
2024
Q2 		$1.08M Sell
51,333
-5,337
-9% -$108K 0.05% 128
2024
Q1 		$1.15M Sell
56,670
-1,368
-2% -$26.5K 0.05% 121
2023
Q4 		$1.08M Sell
58,038
-975
-2% -$16.8K 0.05% 126
2023
Q3 		$981K Buy
59,013
+75
+0.1% +$1.3K 0.06% 125
2023
Q2 		$1.02M Sell
58,938
-591
-1% -$9.63K 0.06% 126
2023
Q1 		$949K Buy
59,529
+4,554
+8% +$71.2K 0.05% 124
2022
Q4 		$821K Sell
54,975
-600
-1% -$9.02K 0.05% 136
2022
Q3 		$778K Sell
55,575
-912
-2% -$14.2K 0.05% 132
2022
Q2 		$832K Sell
56,487
-90
-0.2% -$1.45K 0.05% 137
2022
Q1 		$1.01M Buy
56,577
+3,585
+7% +$62.9K 0.05% 128
2021
Q4 		$998K Sell
52,992
-252
-0.5% -$4.64K 0.05% 131
2021
Q3 		$922K Hold
53,244
– – 0.05% 127
2021
Q2 		$925K Sell
53,244
-4,536
-8% -$76.8K 0.05% 127
2021
Q1 		$931K Sell
57,780
-3,900
-6% -$61.5K 0.06% 119
2020
Q4 		$935K Sell
61,680
-300
-0.5% -$4.27K 0.07% 111
2020
Q3 		$823K Sell
61,980
-2,298
-4% -$30.2K 0.06% 114
2020
Q2 		$787K Sell
64,278
-840
-1% -$9.68K 0.07% 117
2020
Q1 		$656K Buy
65,118
+5,304
+9% +$64.2K 0.07% 119
2019
Q4 		$766K Buy
59,814
+324
+0.5% +$3.98K 0.06% 130
2019
Q3 		$704K Buy
59,490
+1,332
+2% +$15.7K 0.06% 137
2019
Q2 		$684K Buy
58,158
+4,134
+8% +$47.7K 0.06% 137
2019
Q1 		$613K Buy
54,024
+20,940
+63% +$229K 0.05% 144
2018
Q4 		$330K Buy
33,084
+6,990
+27% +$75.6K 0.03% 167
2018
Q3 		$306K Buy
26,094
+6,012
+30% +$69.3K 0.03% 191
2018
Q2 		$221K Buy
+20,082
New +$220K 0.02% 203

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Chilton Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.1% in Q2 2026, selling an estimated $10.9K and leaving 34,598 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #131.

Chilton Capital Management first reported a position in SCHB in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.19M in Q4 2024. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Chilton Capital Management held 34,598 shares of Schwab US Broad Market ETF worth $1M as of Q2 2026.
  • Chilton Capital Management sold 390 Schwab US Broad Market ETF shares in Q2 2026, an estimated $10.9K.
  • Schwab US Broad Market ETF made up 0.03% of Chilton Capital Management's portfolio in Q2 2026, its #131 holding.
  • Chilton Capital Management first reported a position in Schwab US Broad Market ETF in Q2 2018 and has held it in 33 quarters since.
  • Chilton Capital Management's Schwab US Broad Market ETF position peaked at $1.19M in Q4 2024.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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