MMHP
SCHM icon

Murphy Middleton Hinkle & Parker’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Murphy Middleton Hinkle & Parker’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.2M Sell
59,779
-83
-0.1% -$2.86K 0.9% 33
2026
Q1 		$1.85M Buy
+59,862
New +$1.91M 0.86% 32
2025
Q4 		– Sell
-59,473
Closed -$1.76M – 210
2025
Q3 		$1.76M Sell
59,473
-3,907
-6% -$114K 0.86% 29
2025
Q2 		$1.66M Hold
63,380
– – 0.93% 29
2025
Q1 		$1.66M Sell
63,380
-1,365
-2% -$38K 0.93% 29
2024
Q4 		$1.79M Sell
64,745
-1,192
-2% -$34K 1.01% 27
2024
Q3 		$1.83M Sell
65,937
-1,422
-2% -$37.8K 0.98% 28
2024
Q2 		$1.75M Sell
67,359
-120
-0.2% -$3.14K 1.02% 29
2024
Q1 		$1.83M Sell
67,479
-351
-0.5% -$8.95K 1.07% 30
2023
Q4 		$1.7M Sell
67,830
-687
-1% -$15.7K 1.05% 29
2023
Q3 		$1.55M Buy
68,517
+3
+0% +$71 0.99% 31
2023
Q2 		$1.62M Buy
68,514
+21
+0% +$473 1.01% 33
2023
Q1 		$1.55M Sell
68,493
-1,257
-2% -$28.9K 0.96% 34
2022
Q4 		$1.53M Buy
69,750
+1,044
+2% +$22.9K 0.96% 36
2022
Q3 		$1.39M Buy
68,706
+2,151
+3% +$48K 0.96% 35
2022
Q2 		$1.39M Buy
66,555
+1,998
+3% +$46.1K 0.9% 36
2022
Q1 		$1.63M Buy
64,557
+1,728
+3% +$43.3K 0.88% 36
2021
Q4 		$1.68M Buy
62,829
+5,094
+9% +$136K 0.9% 36
2021
Q3 		$1.48M Buy
57,735
+4,602
+9% +$120K 0.85% 41
2021
Q2 		$1.39M Buy
53,133
+9,078
+21% +$234K 0.77% 43
2021
Q1 		$1.09M Buy
44,055
+17,265
+64% +$419K 0.64% 49
2020
Q4 		$609K Buy
26,790
+357
+1% +$7.45K 0.41% 75
2020
Q3 		$489K Sell
26,433
-1,131
-4% -$21K 0.36% 83
2020
Q2 		$483K Buy
27,564
+363
+1% +$5.92K 0.36% 84
2020
Q1 		$382K Buy
27,201
+3,057
+13% +$56K 0.34% 86
2019
Q4 		$484K Buy
24,144
+2,322
+11% +$45K 0.32% 84
2019
Q3 		$411K Sell
21,822
-795
-4% -$15K 0.29% 88
2019
Q2 		$430K Buy
22,617
+759
+3% +$14.2K 0.31% 85
2019
Q1 		$404K Buy
21,858
+117
+0.5% +$2.09K 0.28% 88
2018
Q4 		$347K Buy
21,741
+27
+0.1% +$472 0.26% 94
2018
Q3 		$419K Sell
21,714
-5,601
-21% -$107K 0.3% 88
2018
Q2 		$500K Buy
27,315
+558
+2% +$10.1K 0.37% 75
2018
Q1 		$472K Buy
26,757
+1,533
+6% +$27.5K 0.37% 75
2017
Q4 		$448K Buy
+25,224
New +$435K 0.33% 78

Other funds holding SCHM

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

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

Murphy Middleton Hinkle & Parker reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.14% in Q2 2026, selling an estimated $2.86K and leaving 59,779 shares worth $2.2M. The position accounts for 0.9% of the portfolio, ranked #33.

Murphy Middleton Hinkle & Parker first reported a position in SCHM in Q4 2017 and has held it in 34 quarters since. 237 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Murphy Middleton Hinkle & Parker held 59,779 shares of Schwab US Mid-Cap ETF worth $2.2M as of Q2 2026.
  • Murphy Middleton Hinkle & Parker sold 83 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $2.86K.
  • Schwab US Mid-Cap ETF made up 0.9% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #33 holding.
  • Murphy Middleton Hinkle & Parker first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • 237 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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