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Murphy Middleton Hinkle & Parker’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Murphy Middleton Hinkle & Parker’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.56M Buy
43,133
+83
+0.2% +$2.74K 0.63% 46
2026
Q1 		$1.25M Buy
43,050
+35,839
+497% +$1.07M 0.58% 51
2025
Q4 		$4.13M Sell
7,211
-37,000
-84% -$1.04M 2% 14
2025
Q3 		$1.23M Sell
44,211
-632
-1% -$16.9K 0.6% 49
2025
Q2 		$1.05M Hold
44,843
– – 0.59% 50
2025
Q1 		$1.05M Sell
44,843
-605
-1% -$15.4K 0.59% 50
2024
Q4 		$1.18M Sell
45,448
-180
-0.4% -$4.79K 0.66% 43
2024
Q3 		$1.17M Sell
45,628
-1,600
-3% -$39.7K 0.63% 48
2024
Q2 		$1.12M Sell
47,228
-278
-0.6% -$6.59K 0.65% 49
2024
Q1 		$1.17M Sell
47,506
-402
-0.8% -$9.42K 0.68% 44
2023
Q4 		$1.13M Sell
47,908
-1,868
-4% -$39.4K 0.7% 46
2023
Q3 		$1.03M Sell
49,776
-122
-0.2% -$2.68K 0.66% 47
2023
Q2 		$1.09M Sell
49,898
-92
-0.2% -$1.92K 0.68% 46
2023
Q1 		$1.05M Buy
49,990
+688
+1% +$14.8K 0.65% 48
2022
Q4 		$999K Sell
49,302
-168
-0.3% -$3.44K 0.63% 51
2022
Q3 		$935K Sell
49,470
-2,056
-4% -$43K 0.65% 53
2022
Q2 		$1M Sell
51,526
-1,210
-2% -$25.9K 0.65% 51
2022
Q1 		$1.25M Buy
52,736
+3,576
+7% +$84.4K 0.67% 46
2021
Q4 		$1.26M Buy
49,160
+3,724
+8% +$96.4K 0.67% 47
2021
Q3 		$1.14M Buy
45,436
+4,284
+10% +$109K 0.66% 48
2021
Q2 		$1.07M Buy
41,152
+11,148
+37% +$285K 0.6% 55
2021
Q1 		$748K Buy
30,004
+9,148
+44% +$225K 0.44% 71
2020
Q4 		$464K Buy
20,856
+724
+4% +$14.4K 0.31% 90
2020
Q3 		$344K Sell
20,132
-512
-2% -$8.81K 0.25% 97
2020
Q2 		$337K Buy
20,644
+24
+0.1% +$359 0.25% 97
2020
Q1 		$266K Sell
20,620
-360
-2% -$6.12K 0.24% 97
2019
Q4 		$397K Buy
20,980
+3,592
+21% +$65K 0.26% 95
2019
Q3 		$303K Buy
17,388
+388
+2% +$6.85K 0.21% 104
2019
Q2 		$304K Buy
17,000
+3,300
+24% +$58.4K 0.22% 105
2019
Q1 		$240K Buy
+13,700
New +$234K 0.16% 116
2018
Q4 		– Sell
-12,276
Closed -$234K – 125
2018
Q3 		$234K Buy
+12,276
New +$234K 0.17% 116

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Murphy Middleton Hinkle & Parker's SCHA Position: Q2 2026 in Review

Murphy Middleton Hinkle & Parker increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.19% in Q2 2026, buying an estimated $2.74K and bringing the position to 43,133 shares worth $1.56M. The position accounts for 0.63% of the portfolio, ranked #46.

Murphy Middleton Hinkle & Parker first reported a position in SCHA in Q3 2018 and has held it in 31 quarters since. The position peaked at $4.13M in Q4 2025. 314 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Murphy Middleton Hinkle & Parker held 43,133 shares of Schwab U.S Small- Cap ETF worth $1.56M as of Q2 2026.
  • Murphy Middleton Hinkle & Parker bought 83 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $2.74K.
  • Schwab U.S Small- Cap ETF made up 0.63% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #46 holding.
  • Murphy Middleton Hinkle & Parker first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and has held it in 31 quarters since.
  • Murphy Middleton Hinkle & Parker's Schwab U.S Small- Cap ETF position peaked at $4.13M in Q4 2025.
  • 314 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q2 2026, filed 14 Jul 2026.