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Schwab Strategic Tr us aggregate b shares owned by Chapman Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Chapman Financial Group from 13F filings

Historical chart of Chapman Financial Group investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by Chapman Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Chapman Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $258k 11k 23.47
2025-06-30 $246k 11k 23.24

More positions owned by Chapman Financial Group

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Thermo Fisher Scientific (TMO)
Pepsi (PEP)
Bank of America Corporation (BAC)
Leidos Holdings (LDOS)
Coca-Cola Company (KO)
Palo Alto Networks (PANW)

View all positions for Chapman Financial Group

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
Total Wealth Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Kohmann Bosshard Financial Services
Pioneer Wealth Management Group
BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b