Chilton Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5K | Buy |
+850
| New | +$22.5K | ﹤0.01% | 405 |
|
|
2024
Q3 | – | Sell |
-90
| Closed | -$2.33K | – | 680 |
|
|
2024
Q2 | $2.33K | Sell |
90
-60
| -40% | -$1.56K | ﹤0.01% | 557 |
|
|
2024
Q1 | $4.03K | Hold |
150
| – | – | ﹤0.01% | 516 |
|
|
2023
Q4 | $3.81K | Hold |
150
| – | – | ﹤0.01% | 522 |
|
|
2023
Q3 | $3.54K | Sell |
150
-510
| -77% | -$12K | ﹤0.01% | 472 |
|
|
2023
Q2 | $16K | Sell |
660
-201
| -23% | -$4.87K | ﹤0.01% | 422 |
|
|
2023
Q1 | $21K | Buy |
+861
| New | +$21K | ﹤0.01% | 404 |
|
|
2022
Q3 | – | Sell |
-741
| Closed | -$18K | – | 545 |
|
|
2022
Q2 | $18K | Buy |
+741
| New | +$18K | ﹤0.01% | 404 |
|