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 Q2	$223K	Hold	6,399	–	–	0.01%	228
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

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Chilton Capital Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 6,399 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #228.

Chilton Capital Management first reported a position in SCHV in Q4 2021 and has held it in 16 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Chilton Capital Management held 6,399 shares of Schwab US Large-Cap Value ETF worth $223K as of Q2 2026.
Chilton Capital Management left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.01% of Chilton Capital Management's portfolio in Q2 2026, its #228 holding.
Chilton Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 16 quarters since.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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