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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
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

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SCM
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SG
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EK
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HCM
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