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Murphy Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Murphy Capital Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$287K Hold
19,326
– – 0.04% 180
2022
Q1 		$346K Sell
19,326
-2,226
-10% -$39.4K 0.04% 177
2021
Q4 		$408K Buy
+21,552
New +$398K 0.04% 175

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

Murphy Capital Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2022 at 19,326 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #180.

Murphy Capital Management first reported a position in SCHX in Q4 2021 and has held it in 3 quarters since. The position peaked at $408K in Q4 2021. 968 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

  • Murphy Capital Management held 19,326 shares of Schwab US Large- Cap ETF worth $287K as of Q2 2022.
  • Murphy Capital Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2022.
  • Schwab US Large- Cap ETF made up 0.04% of Murphy Capital Management's portfolio in Q2 2022, its #180 holding.
  • Murphy Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 3 quarters since.
  • Murphy Capital Management's Schwab US Large- Cap ETF position peaked at $408K in Q4 2021.
  • 968 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

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