MCM
SCHW

Murphy Capital Management’s Charles Schwab SCHW Stock Holding History

Murphy Capital Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$277K Sell
4,395
-15
-0.3% -$1.03K 0.04% 184
2022
Q1 		$371K Buy
+4,410
New +$388K 0.04% 173

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Murphy Capital Management's SCHW Position: Q2 2022 in Review

Murphy Capital Management reduced its Charles Schwab (SCHW) stake by 0.34% in Q2 2022, selling an estimated $1.03K and leaving 4,395 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #184.

Murphy Capital Management first reported a position in SCHW in Q1 2022 and has held it in 2 quarters since. The position peaked at $371K in Q1 2022. 1,487 funds tracked by Wall St. Rank hold SCHW as of Q2 2022.

  • Murphy Capital Management held 4,395 shares of Charles Schwab worth $277K as of Q2 2022.
  • Murphy Capital Management sold 15 Charles Schwab shares in Q2 2022, an estimated $1.03K.
  • Charles Schwab made up 0.04% of Murphy Capital Management's portfolio in Q2 2022, its #184 holding.
  • Murphy Capital Management first reported a position in Charles Schwab in Q1 2022 and has held it in 2 quarters since.
  • Murphy Capital Management's Charles Schwab position peaked at $371K in Q1 2022.
  • 1,487 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.