Chilton Capital Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Chilton Capital Management LLC

$2.32 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 01, 2024	BUY	$75.69 - $81.19 $29,367 - $31,501	388 New	388 $30,000

Others Institutions Holding SCHM

# of Institutions

989

Shares Held

186M

Call Options Held

8.1K

Put Options Held

3.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

25.9M
Shares

$745 Million
4.42% of portfolio
High Tower Advisors, LLC Chicago, IL

10.1M
Shares

$290 Million
0.39% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$283 Million
0.81% of portfolio
Northwestern Mutual Wealth Management CO

7.58M
Shares

$218 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.48M
Shares

$215 Million
2.94% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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