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Chilton Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Chilton Capital Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,164
Closed -$30.2K – 684
2024
Q2 		$30.2K Buy
+1,164
New +$30.5K ﹤0.01% 412

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Wealth Enhancement Advisory Services
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AA
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UBS Group
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LWMT
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Chilton Capital Management's SCHM Position: Q3 2024 in Review

Chilton Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2024, closing a stake of 1,164 shares — an estimated $30.2K sold.

Chilton Capital Management first reported a position in SCHM in Q2 2024 and held it in 1 quarter. The position peaked at $30.2K in Q2 2024. 882 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

  • Chilton Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Chilton Capital Management sold 1,164 Schwab US Mid-Cap ETF shares in Q3 2024, an estimated $30.2K.
  • Chilton Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Chilton Capital Management's Schwab US Mid-Cap ETF position peaked at $30.2K in Q2 2024.
  • 882 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

Based on Chilton Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.