Chilton Capital Management’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-220
| Closed | -$4.63K | – | 575 |
|
2024
Q4 | $4.63K | Hold |
220
| – | – | ﹤0.01% | 495 |
|
2024
Q3 | $5.1K | Hold |
220
| – | – | ﹤0.01% | 525 |
|
2024
Q2 | $4.39K | Sell |
220
-387
| -64% | -$7.73K | ﹤0.01% | 528 |
|
2024
Q1 | $12.3K | Hold |
607
| – | – | ﹤0.01% | 462 |
|
2023
Q4 | $12.6K | Hold |
607
| – | – | ﹤0.01% | 458 |
|
2023
Q3 | $10.8K | Buy |
607
+387
| +176% | +$6.87K | ﹤0.01% | 425 |
|
2023
Q2 | $4.3K | Hold |
220
| – | – | ﹤0.01% | 487 |
|
2023
Q1 | $4.29K | Buy |
+220
| New | +$4.29K | ﹤0.01% | 498 |
|
2022
Q3 | – | Sell |
-220
| Closed | -$5K | – | 547 |
|
2022
Q2 | $5K | Buy |
+220
| New | +$5K | ﹤0.01% | 536 |
|