Chilton Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $286K | Buy |
|
|||||
|
2025
Q2 | $270K | Buy |
|
|||||
|
2025
Q1 | $229K | Sell |
|
|||||
|
2024
Q4 | $220K | Sell |
|
|||||
|
2024
Q3 | $301K | Buy |
|
|||||
|
2024
Q2 | $311K | Buy |
|
|||||
|
2024
Q1 | $241K | Sell |
|
|||||
|
2023
Q4 | $352K | Buy |
|
|||||
|
2023
Q3 | $278K | Hold |
|
|||||
|
2023
Q2 | $287K | Hold |
|
|||||
|
2023
Q1 | $265K | Sell |
|
|||||
|
2022
Q4 | $470K | Sell |
|
|||||
|
2022
Q3 | $408K | Hold |
|
|||||
|
2022
Q2 | $359K | Sell |
|
|||||
|
2022
Q1 | $491K | Sell |
|
|||||
|
2021
Q4 | $528K | Sell |
|
|||||
|
2021
Q3 | $575K | Sell |
|
|||||
|
2021
Q2 | $580K | Buy |
|
|||||
|
2021
Q1 | $498K | Sell |
|
|||||
|
2020
Q4 | $436K | Sell |
|
|||||
|
2020
Q3 | $300K | Sell |
|
|||||
|
2020
Q2 | $281K | Sell |
|
|||||
|
2020
Q1 | $636K | Buy |
|
|||||
|
2019
Q4 | $882K | Sell |
|
|||||
|
2019
Q3 | $881K | Sell |
|
|||||
|
2019
Q2 | $9.26M | Sell |
|
|||||
|
2019
Q1 | $9.87M | Buy |
|
|||||
|
2018
Q4 | $9.22M | Sell |
|
|||||
|
2018
Q3 | $11.2M | Buy |
|
|||||
|
2018
Q2 | $10.2M | Buy |
|
|||||
|
2018
Q1 | $10.3M | Sell |
|
|||||
|
2017
Q4 | $14M | Sell |
|
|||||
|
2017
Q3 | $12.5M | Sell |
|
|||||
|
2017
Q2 | $12.5M | Buy |
|
|||||
|
2017
Q1 | $11.7M | Buy |
|