A detailed history of Chapman Financial Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Chapman Financial Group, LLC holds 16,735 shares of SCHM stock, worth $487,992. This represents 0.34% of its overall portfolio holdings.

Number of Shares
16,735
Previous 18,100 7.54%
Holding current value
$487,992
Previous $508 Million 2.3%
% of portfolio
0.34%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$28.15 - $30.13 $38,424 - $41,127
-1,365 Reduced 7.54%
16,735 $496 Million
Q2 2025

Aug 15, 2025

SELL
$22.92 - $28.05 $130,460 - $159,660
-5,692 Reduced 23.92%
18,100 $508 Million
Q4 2024

Feb 14, 2025

BUY
$27.54 - $83.04 $655,231 - $1.98 Million
23,792 New
23,792 $659 Million

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Chapman Financial Group, LLC Portfolio

Follow Chapman Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chapman Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chapman Financial Group, LLC with notifications on news.