Chilton Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$388K	Sell	16,069 -65	-0.4%	-$1.57K	0.01%	181
2026 Q1	$392K	Buy	16,134 +1,060	+7%	+$25.8K	0.01%	182
2025 Q4	$367K	Buy	15,074 +3,525	+31%	+$85.9K	0.01%	181
2025 Q3	$282K	Hold	11,549	–	–	0.01%	203
2025 Q2	$282K	Sell	11,549 -421	-4%	-$10.2K	0.01%	194
2025 Q1	$291K	Hold	11,970	–	–	0.01%	194
2024 Q4	$288K	Hold	11,970	–	–	0.01%	187
2024 Q3	$293K	Sell	11,970 -36	-0.3%	-$875	0.01%	193
2024 Q2	$289K	Sell	12,006 -420	-3%	-$10.1K	0.01%	197
2024 Q1	$300K	Hold	12,426	–	–	0.01%	206
2023 Q4	$301K	Sell	12,426 -1,040	-8%	-$25K	0.02%	198
2023 Q3	$322K	Sell	13,466 -1,960	-13%	-$47K	0.02%	179
2023 Q2	$371K	Buy	15,426 +3,382	+28%	+$82K	0.02%	172
2023 Q1	$294K	Sell	12,044 -1,100	-8%	-$26.6K	0.02%	187
2022 Q4	$317K	Sell	13,144 -1,448	-10%	-$34.9K	0.02%	190
2022 Q3	$352K	Sell	14,592 -1,818	-11%	-$44.5K	0.02%	175
2022 Q2	$404K	Sell	16,410 -2,978	-15%	-$73.4K	0.02%	170
2022 Q1	$480K	Sell	19,388 -200	-1%	-$5.02K	0.03%	166
2021 Q4	$498K	Buy	19,588 +1,120	+6%	+$28.6K	0.03%	166
2021 Q3	$473K	Sell	18,468 -288	-2%	-$7.38K	0.03%	164
2021 Q2	$480K	Buy	18,756 +3,030	+19%	+$77.7K	0.03%	158
2021 Q1	$403K	Buy	15,726 +1,130	+8%	+$29K	0.03%	153
2020 Q4	$375K	Sell	14,596 -410	-3%	-$10.5K	0.03%	149
2020 Q3	$386K	Sell	15,006 -36	-0.2%	-$928	0.03%	150
2020 Q2	$388K	Sell	15,042 -2,850	-16%	-$73.6K	0.03%	144
2020 Q1	$463K	Sell	17,892 -14,200	-44%	-$362K	0.05%	139
2019 Q4	$810K	Buy	+32,092	New	+$811K	0.06%	128

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chilton Capital Management's SCHO Position: Q2 2026 in Review

Chilton Capital Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.4% in Q2 2026, selling an estimated $1.57K and leaving 16,069 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #181.

Chilton Capital Management first reported a position in SCHO in Q4 2019 and has held it in 27 quarters since. The position peaked at $810K in Q4 2019. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Chilton Capital Management held 16,069 shares of Schwab Short-Term US Treasury ETF worth $388K as of Q2 2026.
Chilton Capital Management sold 65 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.57K.
Schwab Short-Term US Treasury ETF made up 0.01% of Chilton Capital Management's portfolio in Q2 2026, its #181 holding.
Chilton Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2019 and has held it in 27 quarters since.
Chilton Capital Management's Schwab Short-Term US Treasury ETF position peaked at $810K in Q4 2019.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.