Chapman Financial Group »

Schwab Strategic Tr shares owned by Chapman Financial Group

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

Historical chart of Chapman Financial Group investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Chapman Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $621k 24k 25.71
2025-06-30 $453k 18k 25.47

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

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Summit Financial
Citadel Advisors
Goldman Sachs Group
LPL Financial
Chapman Financial Group
Mercer Global Advisors
Susquehanna International
Mariner Wealth Advisors
Jane Street
Chapin Davis
Orin Green Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Schwab Strategic Tr