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CHAPMAN FINANCIAL GROUP, LLC → SCHW-PJ
CHAPMAN FINANCIAL GROUP, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
113
Latest value
$69K
Q3 2026
Peak value
$4.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3M |
| Q3 2025 | $823K |
| Q3 2025 | $4.1M |
| Q3 2025 | $359K |
| Q3 2025 | $96K |
| Q3 2025 | $493K |
| Q3 2025 | $354K |
| Q3 2025 | $496K |
| Q3 2025 | $10K |
| Q3 2025 | $63K |
| Q3 2025 | $157K |
| Q3 2025 | $903 |
| Q3 2025 | $811 |
| Q3 2025 | $1.4M |
| Q3 2025 | $365K |
| Q3 2025 | $2.6M |
| Q3 2025 | $290K |
| Q3 2025 | $258K |
| Q3 2025 | $151 |
| Q3 2025 | $198K |
| Q3 2025 | $11K |
| Q3 2025 | $678K |
| Q3 2025 | $319 |
| Q3 2025 | $63K |
| Q4 2025 | $3.2M |
| Q4 2025 | $840K |
| Q4 2025 | $4.1M |
| Q4 2025 | $366K |
| Q4 2025 | $111K |
| Q4 2025 | $504K |
| Q4 2025 | $360K |
| Q4 2025 | $503K |
| Q4 2025 | $5K |
| Q4 2025 | $64K |
| Q4 2025 | $197K |
| Q4 2025 | $1.4M |
| Q4 2025 | $366K |
| Q4 2025 | $2.6M |
| Q4 2025 | $299K |
| Q4 2025 | $288K |
| Q4 2025 | $147 |
| Q4 2025 | $199K |
| Q4 2025 | $18K |
| Q4 2025 | $11K |
| Q4 2025 | $856K |
| Q4 2025 | $319 |
| Q4 2025 | $63K |
| Q1 2026 | $3M |
| Q1 2026 | $804K |
| Q1 2026 | $3.8M |
| Q1 2026 | $349K |
| Q1 2026 | $99K |
| Q1 2026 | $450K |
| Q1 2026 | $371K |
| Q1 2026 | $371K |
| Q1 2026 | $5K |
| Q1 2026 | $66K |
| Q1 2026 | $223K |
| Q1 2026 | $1.6M |
| Q1 2026 | $410K |
| Q1 2026 | $2.7M |
| Q1 2026 | $308K |
| Q1 2026 | $261K |
| Q1 2026 | $215K |
| Q1 2026 | $17K |
| Q1 2026 | $11K |
| Q1 2026 | $899K |
| Q1 2026 | $328 |
| Q1 2026 | $65K |
| Q2 2026 | $3.4M |
| Q2 2026 | $927K |
| Q2 2026 | $4.4M |
| Q2 2026 | $401K |
| Q2 2026 | $115K |
| Q2 2026 | $523K |
| Q2 2026 | $423K |
| Q2 2026 | $413K |
| Q2 2026 | $6K |
| Q2 2026 | $82K |
| Q2 2026 | $256K |
| Q2 2026 | $1.6M |
| Q2 2026 | $424K |
| Q2 2026 | $3.1M |
| Q2 2026 | $345K |
| Q2 2026 | $260K |
| Q2 2026 | $243K |
| Q2 2026 | $17K |
| Q2 2026 | $11K |
| Q2 2026 | $780K |
| Q2 2026 | $337 |
| Q2 2026 | $67K |
| Q3 2026 | $3.4M |
| Q3 2026 | $938K |
| Q3 2026 | $4.4M |
| Q3 2026 | $408K |
| Q3 2026 | $122K |
| Q3 2026 | $555K |
| Q3 2026 | $405K |
| Q3 2026 | $381K |
| Q3 2026 | $5K |
| Q3 2026 | $74K |
| Q3 2026 | $257K |
| Q3 2026 | $1.6M |
| Q3 2026 | $434K |
| Q3 2026 | $3M |
| Q3 2026 | $342K |
| Q3 2026 | $197K |
| Q3 2026 | $205K |
| Q3 2026 | $17K |
| Q3 2026 | $492K |
| Q3 2026 | $715K |
| Q3 2026 | $349 |
| Q3 2026 | $69K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $69K | 1.4K | — | — |
| Q3 2026 | $349 | 7 | — | — |
| Q3 2026 | $715K | 28.4K | — | — |
| Q3 2026 | $492K | 20.6K | — | — |
| Q3 2026 | $17K | 700 | — | — |
| Q3 2026 | $205K | 8.7K | — | — |
| Q3 2026 | $197K | 8.9K | — | — |
| Q3 2026 | $342K | 12.4K | — | — |
| Q3 2026 | $3M | 110.4K | — | — |
| Q3 2026 | $434K | 13.4K | — | — |
| Q3 2026 | $1.6M | 49.1K | — | — |
| Q3 2026 | $257K | 7.0K | — | — |
| Q3 2026 | $74K | 2.3K | — | — |
| Q3 2026 | $5K | 156 | — | — |
| Q3 2026 | $381K | 11.2K | — | — |
| Q3 2026 | $405K | 12.2K | — | — |
| Q3 2026 | $555K | 15.5K | — | — |
| Q3 2026 | $122K | 3.4K | — | — |
| Q3 2026 | $408K | 13.6K | — | — |
| Q3 2026 | $4.4M | 145.7K | — | — |
| Q3 2026 | $938K | 32.0K | — | — |
| Q3 2026 | $3.4M | 114.8K | — | — |
| Q2 2026 | $67K | 1.4K | — | — |
| Q2 2026 | $337 | 7 | — | — |
| Q2 2026 | $780K | 29.4K | — | — |
| Q2 2026 | $11K | 436 | — | — |
| Q2 2026 | $17K | 700 | — | — |
| Q2 2026 | $243K | 9.8K | — | — |
| Q2 2026 | $260K | 11.2K | — | — |
| Q2 2026 | $345K | 12.4K | — | — |
| Q2 2026 | $3.1M | 111.1K | — | — |
| Q2 2026 | $424K | 13.4K | — | — |
| Q2 2026 | $1.6M | 50.3K | — | — |
| Q2 2026 | $256K | 7.0K | — | — |
| Q2 2026 | $82K | 2.3K | — | — |
| Q2 2026 | $6K | 156 | — | — |
| Q2 2026 | $413K | 11.2K | — | — |
| Q2 2026 | $423K | 12.2K | — | — |
| Q2 2026 | $523K | 15.5K | — | — |
| Q2 2026 | $115K | 3.4K | — | — |
| Q2 2026 | $401K | 13.6K | — | — |
| Q2 2026 | $4.4M | 149.6K | — | — |
| Q2 2026 | $927K | 32.0K | — | — |
| Q2 2026 | $3.4M | 118.2K | — | — |
| Q1 2026 | $65K | 1.4K | — | — |
| Q1 2026 | $328 | 7 | — | — |
| Q1 2026 | $899K | 33.8K | — | — |
| Q1 2026 | $11K | 436 | — | — |
| Q1 2026 | $17K | 700 | — | — |
| Q1 2026 | $215K | 8.7K | — | — |
| Q1 2026 | $261K | 11.2K | — | — |
| Q1 2026 | $308K | 12.4K | — | — |
| Q1 2026 | $2.7M | 109.9K | — | — |
| Q1 2026 | $410K | 13.4K | — | — |
| Q1 2026 | $1.6M | 50.7K | — | — |
| Q1 2026 | $223K | 6.8K | — | — |
| Q1 2026 | $66K | 2.3K | — | — |
| Q1 2026 | $5K | 156 | — | — |
| Q1 2026 | $371K | 12.0K | — | — |
| Q1 2026 | $371K | 12.2K | — | — |
| Q1 2026 | $450K | 15.5K | — | — |
| Q1 2026 | $99K | 3.4K | — | — |
| Q1 2026 | $349K | 13.6K | — | — |
| Q1 2026 | $3.8M | 148.1K | — | — |
| Q1 2026 | $804K | 32.0K | — | — |
| Q1 2026 | $3M | 119.7K | — | — |
| Q4 2025 | $63K | 1.4K | — | — |
| Q4 2025 | $319 | 7 | — | — |
| Q4 2025 | $856K | 32.3K | — | — |
| Q4 2025 | $11K | 436 | — | — |
| Q4 2025 | $18K | 700 | — | — |
| Q4 2025 | $199K | 8.0K | — | — |
| Q4 2025 | $147 | 7 | — | — |
| Q4 2025 | $288K | 12.3K | — | — |
| Q4 2025 | $299K | 12.4K | — | — |
| Q4 2025 | $2.6M | 110.1K | — | — |
| Q4 2025 | $366K | 13.4K | — | — |
| Q4 2025 | $1.4M | 50.9K | — | — |
| Q4 2025 | $197K | 6.0K | — | — |
| Q4 2025 | $64K | 2.3K | — | — |
| Q4 2025 | $5K | 177 | — | — |
| Q4 2025 | $503K | 16.7K | — | — |
| Q4 2025 | $360K | 12.2K | — | — |
| Q4 2025 | $504K | 15.5K | — | — |
| Q4 2025 | $111K | 3.4K | — | — |
| Q4 2025 | $366K | 13.6K | — | — |
| Q4 2025 | $4.1M | 151.3K | — | — |
| Q4 2025 | $840K | 32.0K | — | — |
| Q4 2025 | $3.2M | 121.0K | — | — |
| Q3 2025 | $63K | 1.4K | — | — |
| Q3 2025 | $319 | 7 | — | — |
| Q3 2025 | $678K | 25.2K | — | — |
| Q3 2025 | $11K | 436 | — | — |
| Q3 2025 | $198K | 7.9K | — | — |
| Q3 2025 | $151 | 7 | — | — |
| Q3 2025 | $258K | 11.0K | — | — |
| Q3 2025 | $290K | 12.4K | — | — |
| Q3 2025 | $2.6M | 113.3K | — | — |
| Q3 2025 | $365K | 13.4K | — | — |
| Q3 2025 | $1.4M | 50.2K | — | — |
| Q3 2025 | $811 | 26 | — | — |
| Q3 2025 | $903 | 21 | — | — |
| Q3 2025 | $157K | 4.7K | — | — |
| Q3 2025 | $63K | 2.3K | — | — |
| Q3 2025 | $10K | 353 | — | — |
| Q3 2025 | $496K | 16.7K | — | — |
| Q3 2025 | $354K | 12.2K | — | — |
| Q3 2025 | $493K | 15.5K | — | — |
| Q3 2025 | $96K | 3.0K | — | — |
| Q3 2025 | $359K | 13.6K | — | — |
| Q3 2025 | $4.1M | 154.7K | — | — |
| Q3 2025 | $823K | 32.0K | — | — |
| Q3 2025 | $3M | 118.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B