CIM
SCHB icon

Chapman Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Chapman Investment Management’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
2024
Q1 		– Sell
-11,745
Closed -$218K – 39
2023
Q4 		$218K Buy
+11,745
New +$203K 0.17% 34
2023
Q3 		– Sell
-12,645
Closed -$218K – 37
2023
Q2 		$218K Buy
+12,645
New +$206K 0.17% 35
2022
Q1 		– Sell
-10,680
Closed -$201K – 52
2021
Q4 		$201K Buy
+10,680
New +$196K 0.09% 51

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Chapman Investment Management's SCHB Position: Q1 2024 in Review

Chapman Investment Management sold out of Schwab US Broad Market ETF (SCHB) in Q1 2024, closing a stake of 11,745 shares — an estimated $218K sold.

Chapman Investment Management first reported a position in SCHB in Q4 2021 and held it in 3 quarters. The position peaked at $218K in Q4 2023. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Chapman Investment Management reported no remaining Schwab US Broad Market ETF position as of Q1 2024 after selling out during the quarter.
  • Chapman Investment Management sold 11,745 Schwab US Broad Market ETF shares in Q1 2024, an estimated $218K.
  • Chapman Investment Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 3 quarters.
  • Chapman Investment Management's Schwab US Broad Market ETF position peaked at $218K in Q4 2023.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Chapman Investment Management's 13F filing for Q1 2024, filed 3 May 2024.