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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $292K | Buy |
3,104
+66
| +2% | +$6.47K | 0.01% | 202 |
|
|
2025
Q4 | $304K | Buy |
3,038
+43
| +1% | +$4.08K | 0.01% | 194 |
|
|
2025
Q3 | $286K | Buy |
2,995
+41
| +1% | +$3.89K | 0.01% | 201 |
|
|
2025
Q2 | $270K | Buy |
2,954
+28
| +1% | +$2.35K | 0.01% | 197 |
|
|
2025
Q1 | $229K | Sell |
2,926
-50
| -2% | -$3.92K | 0.01% | 213 |
|
|
2024
Q4 | $220K | Sell |
2,976
-1,663
| -36% | -$124K | 0.01% | 216 |
|
|
2024
Q3 | $301K | Buy |
4,639
+414
| +10% | +$27.2K | 0.01% | 188 |
|
|
2024
Q2 | $311K | Buy |
4,225
+900
| +27% | +$66.5K | 0.01% | 191 |
|
|
2024
Q1 | $241K | Sell |
3,325
-1,786
| -35% | -$118K | 0.01% | 225 |
|
|
2023
Q4 | $352K | Buy |
5,111
+55
| +1% | +$3.18K | 0.02% | 188 |
|
|
2023
Q3 | $278K | Hold |
5,056
| – | – | 0.02% | 187 |
|
|
2023
Q2 | $287K | Hold |
5,056
| – | – | 0.02% | 189 |
|
|
2023
Q1 | $265K | Sell |
5,056
-594
| -11% | -$43.5K | 0.02% | 196 |
|
|
2022
Q4 | $470K | Sell |
5,650
-30
| -0.5% | -$2.33K | 0.03% | 167 |
|
|
2022
Q3 | $408K | Hold |
5,680
| – | – | 0.03% | 167 |
|
|
2022
Q2 | $359K | Sell |
5,680
-137
| -2% | -$9.45K | 0.02% | 182 |
|
|
2022
Q1 | $491K | Sell |
5,817
-467
| -7% | -$41.1K | 0.03% | 163 |
|
|
2021
Q4 | $528K | Sell |
6,284
-1,606
| -20% | -$130K | 0.03% | 161 |
|
|
2021
Q3 | $575K | Sell |
7,890
-82
| -1% | -$5.86K | 0.03% | 152 |
|
|
2021
Q2 | $580K | Buy |
7,972
+327
| +4% | +$23.1K | 0.03% | 150 |
|
|
2021
Q1 | $498K | Sell |
7,645
-570
| -7% | -$34.6K | 0.03% | 144 |
|
|
2020
Q4 | $436K | Sell |
8,215
-65
| -0.8% | -$2.94K | 0.03% | 144 |
|
|
2020
Q3 | $300K | Sell |
8,280
-46
| -0.6% | -$1.6K | 0.02% | 159 |
|
|
2020
Q2 | $281K | Sell |
8,326
-10,590
| -56% | -$379K | 0.02% | 157 |
|
|
2020
Q1 | $636K | Buy |
18,916
+375
| +2% | +$15.7K | 0.06% | 122 |
|
|
2019
Q4 | $882K | Sell |
18,541
-2,526
| -12% | -$111K | 0.07% | 122 |
|
|
2019
Q3 | $881K | Sell |
21,067
-209,354
| -91% | -$8.45M | 0.07% | 120 |
|
|
2019
Q2 | $9.26M | Sell |
230,421
-349
| -0.2% | -$15.2K | 0.8% | 58 |
|
|
2019
Q1 | $9.87M | Buy |
230,770
+8,720
| +4% | +$394K | 0.87% | 53 |
|
|
2018
Q4 | $9.22M | Sell |
222,050
-5,444
| -2% | -$246K | 0.89% | 49 |
|
|
2018
Q3 | $11.2M | Buy |
227,494
+27,507
| +14% | +$1.4M | 0.92% | 47 |
|
|
2018
Q2 | $10.2M | Buy |
199,987
+3,146
| +2% | +$174K | 0.88% | 51 |
|
|
2018
Q1 | $10.3M | Sell |
196,841
-76,144
| -28% | -$4.08M | 0.93% | 49 |
|
|
2017
Q4 | $14M | Sell |
272,985
-12,038
| -4% | -$566K | 1.28% | 25 |
|
|
2017
Q3 | $12.5M | Sell |
285,023
-4,975
| -2% | -$207K | 1.2% | 27 |
|
|
2017
Q2 | $12.5M | Buy |
289,998
+4,294
| +2% | +$172K | 1.38% | 23 |
|
|
2017
Q1 | $11.7M | Buy |
+285,704
| New | +$11.8M | 1.16% | 32 |
|
Other funds holding SCHW
VCM
VPM
Chilton Capital Management's SCHW Position: Q1 2026 in Review
Chilton Capital Management increased its Charles Schwab (SCHW) stake by 2.2% in Q1 2026, buying an estimated $6.47K and bringing the position to 3,104 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #202.
Chilton Capital Management first reported a position in SCHW in Q1 2017 and has held it in 37 quarters since. The position peaked at $14M in Q4 2017. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Chilton Capital Management held 3,104 shares of Charles Schwab worth $292K as of Q1 2026.
- Chilton Capital Management bought 66 Charles Schwab shares in Q1 2026, an estimated $6.47K.
- Charles Schwab made up 0.01% of Chilton Capital Management's portfolio in Q1 2026, its #202 holding.
- Chilton Capital Management first reported a position in Charles Schwab in Q1 2017 and has held it in 37 quarters since.
- Chilton Capital Management's Charles Schwab position peaked at $14M in Q4 2017.
- 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.