CHILTON CAPITAL MANAGEMENT LLC

Position in SCHW — Schwab Charles Corp

CIK 1056859 HOUSTON, TX

Position in SCHW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$233,812

-$57,901 QoQ

Shares Held

2,534

-18.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,880

of 2,301 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CHILTON CAPITAL MANAGEMENT LLC holds $80,720,091 across 7 Capital Markets names. SCHW ranks #3 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	195,275	$40,820,286
2	GS	Goldman Sachs Group Inc	39,168	$39,613,340
3	SCHW	Schwab Charles Corp This page	2,534	$233,812
4	JEF	Jefferies Financial Group Inc.	550	$27,489
5	CRCL	Circle Internet Group, Inc.	218	$13,653
6	IBKR	Interactive Brokers Group, Inc.	100	$8,704
7	HOOD	Robinhood Markets, Inc.	28	$2,807

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$233,812	2,534	-18.4%	Shares	Sole	2026-08-04
2026-03-31	$291,713	3,104	+2.2%	Shares	Sole	2026-05-11
2025-12-31	$303,526	3,038	+1.4%	Shares	Sole	2026-02-12
2025-09-30	$285,932	2,995	+1.4%	Shares	Sole	2025-10-31
2025-06-30	$269,522	2,954	+1.0%	Shares	Sole	2025-08-01
2025-03-31	$229,047	2,926	-1.7%	Shares	Sole	2025-04-29
2024-12-31	$220,253	2,976	-35.8%	Shares	Sole	2025-02-07
2024-09-30	$300,653	4,639	+9.8%	Shares	Sole	2024-11-12
2024-06-30	$311,340	4,225	+27.1%	Shares	Sole	2024-08-01
2024-03-31	$240,530	3,325	-34.9%	Shares	Sole	2024-05-07
2023-12-31	$351,636	5,111	+1.1%	Shares	Sole	2024-01-18
2023-09-30	$277,574	5,056	0.0%	Shares	Sole	2023-11-14
2023-06-30	$286,574	5,056	0.0%	Shares	Sole	2023-08-14
2023-03-31	$264,833	5,056	-10.5%	Shares	Sole	2023-05-16
2022-12-31	$470,419	5,650	-0.5%	Shares	Sole	2023-02-14
2022-09-30	$408,221	5,680	0.0%	Shares	Sole	2022-11-14
2022-06-30	$358,862	5,680	-2.4%	Shares	Sole	2022-08-16
2022-03-31	$490,431	5,817	-7.4%	Shares	Sole	2022-05-16
2021-12-31	$528,484	6,284	-20.4%	Shares	Sole	2022-02-14
2021-09-30	$574,707	7,890	-1.0%	Shares	Sole	2021-11-04
2021-06-30	$580,441	7,972	+4.3%	Shares	Sole	2021-08-16
2021-03-31	$498,301	7,645	-6.9%	Shares	Sole	2021-05-12
2020-12-31	$435,723	8,215	-0.8%	Shares	Sole	2021-02-16
2020-09-30	$299,984	8,280	-0.6%	Shares	Sole	2020-11-13
2020-06-30	$280,919	8,326	-56.0%	Shares	Sole	2020-08-11
2020-03-31	$635,955	18,916	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.