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CHAPMAN FINANCIAL GROUP, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CHAPMAN FINANCIAL GROUP, LLC on SCHD, newest first. How the timeline and the estimate are built.

CHAPMAN FINANCIAL GROUP, LLC held 63,624 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,624 shares
    Change vs previous 13F -400 shares

    1.34% of the 13F portfolio, value $2,017,509.

    13F-HR 0002056577-26-000003 filed by CHAPMAN FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 64,024 shares
    Change vs previous 13F -217 shares

    1.41% of the 13F portfolio, value $1,964,249.

    13F-HR 0002056577-26-000002 filed by CHAPMAN FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 64,241 shares
    Change vs previous 13F +725 shares

    1.2% of the 13F portfolio, value $1,762,124.

    13F-HR 0002056577-26-000001 filed by CHAPMAN FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 63,516 shares
    Change vs previous 13F +12,339 shares

    1.2% of the 13F portfolio, value $1,733,980.

    13F-HR 0002056577-25-000004 filed by CHAPMAN FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 51,177 shares
    Change vs previous 13F -253 shares

    1.15% of the 13F portfolio, value $1,356,184.

    13F-HR 0002056577-25-000003 filed by CHAPMAN FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 51,430 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,405,061.

    13F-HR 0001979028-25-000001 filed by CHAPMAN FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).