Chilton Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-70	Closed	-$1.51K	–	707
2025 Q3	$1.51K	Buy	+70	New	+$1.49K	﹤0.01%	544
2025 Q1	–	Sell	-220	Closed	-$4.63K	–	578
2024 Q4	$4.63K	Hold	220	–	–	﹤0.01%	498
2024 Q3	$5.1K	Hold	220	–	–	﹤0.01%	527
2024 Q2	$4.39K	Sell	220 -387	-64%	-$7.55K	﹤0.01%	530
2024 Q1	$12.3K	Hold	607	–	–	﹤0.01%	464
2023 Q4	$12.6K	Hold	607	–	–	﹤0.01%	460
2023 Q3	$10.8K	Buy	607 +387	+176%	+$7.45K	﹤0.01%	427
2023 Q2	$4.3K	Hold	220	–	–	﹤0.01%	489
2023 Q1	$4.29K	Buy	+220	New	+$4.41K	﹤0.01%	500
2022 Q3	–	Sell	-220	Closed	-$5K	–	548
2022 Q2	$5K	Buy	+220	New	+$5.06K	﹤0.01%	539