Chilton Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.17K	Hold	100	–	–	﹤0.01%	522
2026 Q1	$3.07K	Hold	100	–	–	﹤0.01%	583
2025 Q4	$2.74K	Hold	100	–	–	﹤0.01%	529
2025 Q3	$2.73K	Sell	100 -750	-88%	-$20.5K	﹤0.01%	536
2025 Q2	$22.5K	Buy	+850	New	+$22.2K	﹤0.01%	407
2024 Q3	–	Sell	-90	Closed	-$2.33K	–	682
2024 Q2	$2.33K	Sell	90 -60	-40%	-$1.56K	﹤0.01%	559
2024 Q1	$4.03K	Hold	150	–	–	﹤0.01%	518
2023 Q4	$3.81K	Hold	150	–	–	﹤0.01%	524
2023 Q3	$3.54K	Sell	150 -510	-77%	-$12.5K	﹤0.01%	474
2023 Q2	$16K	Sell	660 -201	-23%	-$4.8K	﹤0.01%	424
2023 Q1	$21K	Buy	+861	New	+$21.5K	﹤0.01%	406
2022 Q3	–	Sell	-741	Closed	-$18K	–	546
2022 Q2	$18K	Buy	+741	New	+$18.9K	﹤0.01%	407

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Chilton Capital Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 100 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Chilton Capital Management first reported a position in SCHD in Q2 2022 and has held it in 12 quarters since. The position peaked at $22.5K in Q2 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Chilton Capital Management held 100 shares of Schwab US Dividend Equity ETF worth $3.17K as of Q2 2026.
Chilton Capital Management left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #522 holding.
Chilton Capital Management first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 12 quarters since.
Chilton Capital Management's Schwab US Dividend Equity ETF position peaked at $22.5K in Q2 2025.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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