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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Chilton Investment Company's SCHW Position: Q1 2026 in Review

Chilton Investment Company reduced its Charles Schwab (SCHW) stake by 3.9% in Q1 2026, selling an estimated $13.7K and leaving 3,488 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #241.

Chilton Investment Company first reported a position in SCHW in Q3 2022 and has held it in 7 quarters since. The position peaked at $376K in Q4 2022. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Chilton Investment Company held 3,488 shares of Charles Schwab worth $328K as of Q1 2026.
Chilton Investment Company sold 140 Charles Schwab shares in Q1 2026, an estimated $13.7K.
Charles Schwab made up 0.01% of Chilton Investment Company's portfolio in Q1 2026, its #241 holding.
Chilton Investment Company first reported a position in Charles Schwab in Q3 2022 and has held it in 7 quarters since.
Chilton Investment Company's Charles Schwab position peaked at $376K in Q4 2022.
2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.