CCM
SCHV

Chilton Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Chilton Capital Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$195K Hold
6,399
– – 0.01% 236
2025
Q4 		$189K Hold
6,399
– – 0.01% 233
2025
Q3 		$186K Hold
6,399
– – 0.01% 240
2025
Q2 		$177K Hold
6,399
– – 0.01% 237
2025
Q1 		$170K Hold
6,399
– – 0.01% 235
2024
Q4 		$167K Hold
6,399
– – 0.01% 239
2024
Q3 		$171K Hold
6,399
– – 0.01% 239
2024
Q2 		$158K Hold
6,399
– – 0.01% 253
2024
Q1 		$162K Hold
6,399
– – 0.01% 256
2023
Q4 		$150K Hold
6,399
– – 0.01% 262
2023
Q3 		$137K Hold
6,399
– – 0.01% 242
2023
Q2 		$143K Hold
6,399
– – 0.01% 245
2023
Q1 		$140K Buy
+6,399
New +$142K 0.01% 250
2022
Q3 		– Sell
-6,399
Closed -$133K – 550
2022
Q2 		$133K Buy
+6,399
New +$144K 0.01% 239
2022
Q1 		– Sell
-6,399
Closed -$156K – 544
2021
Q4 		$156K Buy
+6,399
New +$152K 0.01% 239

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