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

Chilton Capital Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-450	Closed	-$10.4K	–	580
2024 Q4	$10.4K	Sell	450 -2,220	-83%	-$51.7K	﹤0.01%	454
2024 Q3	$60.4K	Sell	2,670 -3,795	-59%	-$82.7K	﹤0.01%	332
2024 Q2	$138K	Buy	6,465 +4,320	+201%	+$89.3K	0.01%	265
2024 Q1	$44.4K	Hold	2,145	–	–	﹤0.01%	361
2023 Q4	$40.3K	Hold	2,145	–	–	﹤0.01%	371
2023 Q3	$36.2K	Buy	2,145 +1,695	+377%	+$29.7K	﹤0.01%	343
2023 Q2	$7.86K	Hold	450	–	–	﹤0.01%	457
2023 Q1	$7.26K	Buy	+450	New	+$7.08K	﹤0.01%	475
2022 Q3	–	Sell	-618	Closed	-$9K	–	551
2022 Q2	$9K	Buy	+618	New	+$10K	﹤0.01%	483

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Chilton Capital Management's SCHX Position: Q1 2025 in Review

Chilton Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 450 shares — an estimated $10.4K sold.

Chilton Capital Management first reported a position in SCHX in Q2 2022 and held it in 9 quarters. The position peaked at $138K in Q2 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

Chilton Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
Chilton Capital Management sold 450 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $10.4K.
Chilton Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2022 and held it in 9 quarters.
Chilton Capital Management's Schwab US Large- Cap ETF position peaked at $138K in Q2 2024.
1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

Based on Chilton Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.