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CHAPMAN FINANCIAL GROUP, LLC: SCHX position timeline

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

CHAPMAN FINANCIAL GROUP, LLC held 163,239 SCHX 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 163,239 shares
    Change vs previous 13F +1,503 shares

    3.19% of the 13F portfolio, value $4,804,111.

    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 161,736 shares
    Change vs previous 13F -3,145 shares

    2.97% of the 13F portfolio, value $4,146,913.

    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 164,881 shares
    Change vs previous 13F -3,436 shares

    3.02% of the 13F portfolio, value $4,436,958.

    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 168,317 shares
    Change vs previous 13F +19,064 shares

    3.06% of the 13F portfolio, value $4,433,459.

    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 149,253 shares
    Change vs previous 13F -6,857 shares

    3.1% of the 13F portfolio, value $3,647,743.

    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 156,110 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $3,618,640.

    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).