Chapman Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$413K	Sell	11,199 -774	-6%	-$26.6K	0.27%	87
2026 Q1	$371K	Sell	11,973 -4,764	-28%	-$152K	0.27%	92
2025 Q4	$503K	Buy	16,737 +2	+0%	+$60	0.34%	79
2025 Q3	$496K	Sell	16,735 -1,365	-8%	-$39.7K	0.34%	81
2025 Q2	$508K	Buy	+18,100	New	+$477K	0.43%	66
2024 Q4	$659K	Buy	+23,792	New	+$678K	0.53%	61

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Chapman Financial Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6.5% in Q2 2026, selling an estimated $26.6K and leaving 11,199 shares worth $413K. The position accounts for 0.27% of the portfolio, ranked #87.

Chapman Financial Group first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $659K in Q4 2024. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Chapman Financial Group held 11,199 shares of Schwab US Mid-Cap ETF worth $413K as of Q2 2026.
Chapman Financial Group sold 774 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $26.6K.
Schwab US Mid-Cap ETF made up 0.27% of Chapman Financial Group's portfolio in Q2 2026, its #87 holding.
Chapman Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Chapman Financial Group's Schwab US Mid-Cap ETF position peaked at $659K in Q4 2024.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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