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

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

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Chilton Capital Management's SCHH Position: Q4 2025 in Review

Chilton Capital Management sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 70 shares — an estimated $1.51K sold.

Chilton Capital Management first reported a position in SCHH in Q2 2022 and held it in 10 quarters. The position peaked at $12.6K in Q4 2023. 558 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Chilton Capital Management reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Chilton Capital Management sold 70 Schwab US REIT ETF shares in Q4 2025, an estimated $1.51K.
  • Chilton Capital Management first reported a position in Schwab US REIT ETF in Q2 2022 and held it in 10 quarters.
  • Chilton Capital Management's Schwab US REIT ETF position peaked at $12.6K in Q4 2023.
  • 558 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

Based on Chilton Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.