CFG
SCHM icon

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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Chapman Financial Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 28% in Q1 2026, selling an estimated $152K and leaving 11,973 shares worth $371K. The position accounts for 0.27% of the portfolio, ranked #92.

Chapman Financial Group first reported a position in SCHM in Q4 2024 and has held it in 5 quarters since. The position peaked at $659K in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Chapman Financial Group held 11,973 shares of Schwab US Mid-Cap ETF worth $371K as of Q1 2026.
  • Chapman Financial Group sold 4,764 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $152K.
  • Schwab US Mid-Cap ETF made up 0.27% of Chapman Financial Group's portfolio in Q1 2026, its #92 holding.
  • Chapman Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Schwab US Mid-Cap ETF position peaked at $659K in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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