Chilton Investment Company’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$318K	Buy	+3,488	New	+$318K	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	+$325K	0.01%	133