Chilton Investment Company’s Charles Schwab SCHW Stock Holding History

Chilton Investment Company’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$322K	Hold	3,488	–	–	0.01%	255
2026 Q1	$328K	Sell	3,488 -140	-4%	-$13.7K	0.01%	241
2025 Q4	$362K	Buy	3,628 +140	+4%	+$13.3K	0.01%	221
2025 Q3	$333K	Hold	3,488	–	–	0.01%	231
2025 Q2	$318K	Buy	+3,488	New	+$292K	0.01%	185
2023 Q2	–	Sell	-4,519	Closed	-$237K	–	174
2023 Q1	$237K	Hold	4,519	–	–	0.01%	144
2022 Q4	$376K	Hold	4,519	–	–	0.01%	112
2022 Q3	$325K	Buy	+4,519	New	+$314K	0.01%	133

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Chilton Investment Company's SCHW Position: Q2 2026 in Review

Chilton Investment Company held its Charles Schwab (SCHW) position steady in Q2 2026 at 3,488 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #255.

Chilton Investment Company first reported a position in SCHW in Q3 2022 and has held it in 8 quarters since. The position peaked at $376K in Q4 2022. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Chilton Investment Company held 3,488 shares of Charles Schwab worth $322K as of Q2 2026.
Chilton Investment Company left its Charles Schwab share count unchanged in Q2 2026.
Charles Schwab made up 0.01% of Chilton Investment Company's portfolio in Q2 2026, its #255 holding.
Chilton Investment Company first reported a position in Charles Schwab in Q3 2022 and has held it in 8 quarters since.
Chilton Investment Company's Charles Schwab position peaked at $376K in Q4 2022.
2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.