Chilton Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-450
| Closed | -$10.4K | – | 577 |
|
|
2024
Q4 | $10.4K | Sell |
450
-2,220
| -83% | -$51.5K | ﹤0.01% | 451 |
|
|
2024
Q3 | $60.4K | Sell |
2,670
-3,795
| -59% | -$85.8K | ﹤0.01% | 330 |
|
|
2024
Q2 | $138K | Buy |
6,465
+4,320
| +201% | +$92.5K | 0.01% | 263 |
|
|
2024
Q1 | $44.4K | Hold |
2,145
| – | – | ﹤0.01% | 359 |
|
|
2023
Q4 | $40.3K | Hold |
2,145
| – | – | ﹤0.01% | 369 |
|
|
2023
Q3 | $36.2K | Buy |
2,145
+1,695
| +377% | +$28.6K | ﹤0.01% | 341 |
|
|
2023
Q2 | $7.86K | Hold |
450
| – | – | ﹤0.01% | 455 |
|
|
2023
Q1 | $7.26K | Buy |
+450
| New | +$7.26K | ﹤0.01% | 473 |
|
|
2022
Q3 | – | Sell |
-618
| Closed | -$9K | – | 550 |
|
|
2022
Q2 | $9K | Buy |
+618
| New | +$9K | ﹤0.01% | 480 |
|