Murphy Middleton Hinkle & Parker’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Murphy Middleton Hinkle & Parker’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.38M	Buy	75,202 +13,668	+22%	+$434K	0.97%	30
2026 Q1	$1.89M	Buy	+61,534	New	+$1.87M	0.88%	31
2025 Q4	–	Sell	-40,538	Closed	-$1.11M	–	209
2025 Q3	$1.11M	Sell	40,538 -4,499	-10%	-$123K	0.54%	54
2025 Q2	$1.26M	Hold	45,037	–	–	0.7%	39
2025 Q1	$1.26M	Sell	45,037 -1	-0%	-$28	0.7%	39
2024 Q4	$1.23M	Buy	45,038 +1,478	+3%	+$42K	0.7%	40
2024 Q3	$1.23M	Buy	43,560 +1,641	+4%	+$44.7K	0.66%	43
2024 Q2	$1.09M	Hold	41,919	–	–	0.63%	51
2024 Q1	$1.13M	Buy	41,919 +18	+0%	+$465	0.66%	49
2023 Q4	$1.06M	Sell	41,901 -2,796	-6%	-$66.6K	0.66%	50
2023 Q3	$1.05M	Buy	44,697 +21	+0%	+$515	0.68%	46
2023 Q2	$1.08M	Buy	44,676 +24	+0.1%	+$573	0.68%	47
2023 Q1	$1.09M	Buy	44,652 +18	+0%	+$450	0.68%	47
2022 Q4	$1.12M	Buy	44,634 +21	+0%	+$518	0.71%	46
2022 Q3	$988K	Buy	44,613 +24	+0.1%	+$583	0.69%	47
2022 Q2	$1.06M	Buy	44,589 +21	+0%	+$534	0.69%	48
2022 Q1	$1.17M	Sell	44,568 -3,315	-7%	-$86.8K	0.63%	48
2021 Q4	$1.29M	Buy	47,883 +753	+2%	+$19.6K	0.69%	46
2021 Q3	$1.17M	Buy	47,130 +735	+2%	+$18.7K	0.67%	47
2021 Q2	$1.17M	Buy	46,395 +3,495	+8%	+$88.2K	0.65%	51
2021 Q1	$1.04M	Hold	42,900	–	–	0.61%	53
2020 Q4	$917K	Hold	42,900	–	–	0.61%	54
2020 Q3	$791K	Hold	42,900	–	–	0.58%	56
2020 Q2	$740K	Hold	42,900	–	–	0.55%	56
2020 Q1	$643K	Hold	42,900	–	–	0.57%	56
2019 Q4	$828K	Buy	42,900 +2,190	+5%	+$41K	0.55%	61
2019 Q3	$743K	Buy	40,710 +945	+2%	+$16.9K	0.53%	62
2019 Q2	$703K	Buy	39,765 +738	+2%	+$13K	0.5%	65
2019 Q1	$680K	Sell	39,027 -381	-1%	-$6.41K	0.47%	66
2018 Q4	$617K	Sell	39,408 -432	-1%	-$7.2K	0.47%	65
2018 Q3	$704K	Buy	39,840 +11,490	+41%	+$199K	0.5%	65
2018 Q2	$466K	Sell	28,350 -2,094	-7%	-$34.5K	0.35%	79
2018 Q1	$498K	Buy	30,444 +9	+0%	+$153	0.39%	73
2017 Q4	$519K	Buy	+30,435	New	+$500K	0.39%	71

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

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

Murphy Middleton Hinkle & Parker increased its Schwab US Dividend Equity ETF (SCHD) stake by 22% in Q2 2026, buying an estimated $434K and bringing the position to 75,202 shares worth $2.38M. The position accounts for 0.97% of the portfolio, ranked #30.

Murphy Middleton Hinkle & Parker first reported a position in SCHD in Q4 2017 and has held it in 34 quarters since. 524 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Murphy Middleton Hinkle & Parker held 75,202 shares of Schwab US Dividend Equity ETF worth $2.38M as of Q2 2026.
Murphy Middleton Hinkle & Parker bought 13,668 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $434K.
Schwab US Dividend Equity ETF made up 0.97% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #30 holding.
Murphy Middleton Hinkle & Parker first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 34 quarters since.
524 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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