Chilton Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Hold |
6,399
| – | – | 0.01% | 235 |
|
|
2025
Q1 | $170K | Hold |
6,399
| – | – | 0.01% | 233 |
|
|
2024
Q4 | $167K | Hold |
6,399
| – | – | 0.01% | 237 |
|
|
2024
Q3 | $171K | Hold |
6,399
| – | – | 0.01% | 237 |
|
|
2024
Q2 | $158K | Hold |
6,399
| – | – | 0.01% | 251 |
|
|
2024
Q1 | $162K | Hold |
6,399
| – | – | 0.01% | 254 |
|
|
2023
Q4 | $150K | Hold |
6,399
| – | – | 0.01% | 260 |
|
|
2023
Q3 | $137K | Hold |
6,399
| – | – | 0.01% | 240 |
|
|
2023
Q2 | $143K | Hold |
6,399
| – | – | 0.01% | 243 |
|
|
2023
Q1 | $140K | Buy |
+6,399
| New | +$140K | 0.01% | 248 |
|
|
2022
Q3 | – | Sell |
-6,399
| Closed | -$133K | – | 549 |
|
|
2022
Q2 | $133K | Buy |
+6,399
| New | +$133K | 0.01% | 236 |
|
|
2022
Q1 | – | Sell |
-6,399
| Closed | -$156K | – | 541 |
|
|
2021
Q4 | $156K | Buy |
+6,399
| New | +$156K | 0.01% | 237 |
|