Chapman Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.15M	Sell	161,736 -3,145	-2%	-$84.4K	2.97%	5
2025 Q4	$4.44M	Sell	164,881 -3,436	-2%	-$91.8K	3.02%	6
2025 Q3	$4.43M	Buy	168,317 +19,064	+13%	+$484K	3.06%	6
2025 Q2	$3.65M	Buy	+149,253	New	+$3.37M	3.1%	6
2024 Q4	$3.62M	Buy	+156,110	New	+$3.64M	2.9%	5

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Chapman Financial Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.9% in Q1 2026, selling an estimated $84.4K and leaving 161,736 shares worth $4.15M. The position accounts for 2.97% of the portfolio, ranked #5.

Chapman Financial Group first reported a position in SCHX in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.44M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Chapman Financial Group held 161,736 shares of Schwab US Large- Cap ETF worth $4.15M as of Q1 2026.
Chapman Financial Group sold 3,145 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $84.4K.
Schwab US Large- Cap ETF made up 2.97% of Chapman Financial Group's portfolio in Q1 2026, its #5 holding.
Chapman Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 5 quarters since.
Chapman Financial Group's Schwab US Large- Cap ETF position peaked at $4.44M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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