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Chapman Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Chapman Financial Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.35M Sell
150,192
-1,566
-1% -$43.8K 2.89% 7
2026
Q1 		$3.81M Sell
151,758
-1,250
-0.8% -$32.8K 2.73% 7
2025
Q4 		$4.01M Buy
153,008
+3,000
+2% +$78.1K 2.73% 7
2025
Q3 		$3.86M Buy
150,008
+34,013
+29% +$842K 2.67% 7
2025
Q2 		$2.76M Buy
+115,995
New +$2.56M 2.35% 8
2024
Q4 		$3.01M Buy
+132,478
New +$3.03M 2.41% 8

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Chapman Financial Group's SCHB Position: Q2 2026 in Review

Chapman Financial Group reduced its Schwab US Broad Market ETF (SCHB) stake by 1% in Q2 2026, selling an estimated $43.8K and leaving 150,192 shares worth $4.35M. The position accounts for 2.89% of the portfolio, ranked #7.

Chapman Financial Group first reported a position in SCHB in Q4 2024 and has held it in 6 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Chapman Financial Group held 150,192 shares of Schwab US Broad Market ETF worth $4.35M as of Q2 2026.
  • Chapman Financial Group sold 1,566 Schwab US Broad Market ETF shares in Q2 2026, an estimated $43.8K.
  • Schwab US Broad Market ETF made up 2.89% of Chapman Financial Group's portfolio in Q2 2026, its #7 holding.
  • Chapman Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.