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Chilton Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Chilton Capital Management’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-750
Closed -$18.6K – 647
2023
Q4 		$18.6K Sell
750
-502
-40% -$12.1K ﹤0.01% 433
2023
Q3 		$30K Buy
1,252
+750
+149% +$18.6K ﹤0.01% 362
2023
Q2 		$12.4K Hold
502
– – ﹤0.01% 435
2023
Q1 		$12.3K Buy
+502
New +$12.4K ﹤0.01% 446
2022
Q3 		– Sell
-569
Closed -$14K – 547
2022
Q2 		$14K Buy
+569
New +$14.9K ﹤0.01% 433

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Chilton Capital Management's SCHE Position: Q1 2024 in Review

Chilton Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 750 shares — an estimated $18.6K sold.

Chilton Capital Management first reported a position in SCHE in Q2 2022 and held it in 5 quarters. The position peaked at $30K in Q3 2023. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • Chilton Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Chilton Capital Management sold 750 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $18.6K.
  • Chilton Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and held it in 5 quarters.
  • Chilton Capital Management's Schwab Emerging Markets Equity ETF position peaked at $30K in Q3 2023.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Chilton Capital Management's 13F filing for Q1 2024, filed 7 May 2024.