Chapman Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Chapman Financial Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.96M	Sell	64,024 -217	-0.3%	-$6.58K	1.41%	16
2025 Q4	$1.76M	Buy	64,241 +725	+1%	+$19.7K	1.2%	18
2025 Q3	$1.73M	Buy	63,516 +12,339	+24%	+$337K	1.2%	19
2025 Q2	$1.36M	Buy	+51,177	New	+$1.34M	1.15%	23
2024 Q4	$1.41M	Buy	+51,430	New	+$1.46M	1.12%	26

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Chapman Financial Group's SCHD Position: Q1 2026 in Review

Chapman Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.34% in Q1 2026, selling an estimated $6.58K and leaving 64,024 shares worth $1.96M. The position accounts for 1.41% of the portfolio, ranked #16.

Chapman Financial Group first reported a position in SCHD in Q4 2024 and has held it in 5 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Chapman Financial Group held 64,024 shares of Schwab US Dividend Equity ETF worth $1.96M as of Q1 2026.
Chapman Financial Group sold 217 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $6.58K.
Schwab US Dividend Equity ETF made up 1.41% of Chapman Financial Group's portfolio in Q1 2026, its #16 holding.
Chapman Financial Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 5 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.