MMHP
SCHV

Murphy Middleton Hinkle & Parker’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Murphy Middleton Hinkle & Parker’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2M Buy
349,164
+21,899
+7% +$721K 4.94% 2
2026
Q1 		$9.98M Buy
+327,265
New +$10.2M 4.63% 2
2025
Q4 		– Sell
-306,126
Closed -$8.91M – 211
2025
Q3 		$8.91M Buy
306,126
+41,910
+16% +$1.19M 4.36% 2
2025
Q2 		$7.02M Hold
264,216
– – 3.93% 2
2025
Q1 		$7.02M Buy
264,216
+9,999
+4% +$268K 3.93% 2
2024
Q4 		$6.63M Buy
254,217
+39,534
+18% +$1.07M 3.74% 2
2024
Q3 		$5.75M Buy
214,683
+5,442
+3% +$140K 3.1% 4
2024
Q2 		$5.17M Buy
209,241
+14,805
+8% +$366K 3.01% 4
2024
Q1 		$4.92M Buy
194,436
+26,178
+16% +$628K 2.87% 5
2023
Q4 		$3.93M Buy
168,258
+2,358
+1% +$51.6K 2.43% 8
2023
Q3 		$3.56M Buy
165,900
+1,059
+0.6% +$23.8K 2.29% 8
2023
Q2 		$3.69M Buy
164,841
+519
+0.3% +$11.3K 2.3% 7
2023
Q1 		$3.59M Buy
164,322
+5,649
+4% +$126K 2.23% 9
2022
Q4 		$3.49M Buy
158,673
+1,158
+0.7% +$25.1K 2.19% 10
2022
Q3 		$3.07M Buy
157,515
+9,447
+6% +$203K 2.14% 10
2022
Q2 		$3.08M Sell
148,068
-1,176
-0.8% -$26.4K 2% 12
2022
Q1 		$3.55M Buy
149,244
+9,789
+7% +$232K 1.91% 12
2021
Q4 		$3.4M Buy
139,455
+4,473
+3% +$106K 1.81% 12
2021
Q3 		$3.04M Buy
134,982
+5,244
+4% +$121K 1.76% 12
2021
Q2 		$2.96M Buy
129,738
+19,560
+18% +$444K 1.65% 15
2021
Q1 		$2.4M Buy
110,178
+23,811
+28% +$496K 1.4% 20
2020
Q4 		$1.71M Buy
86,367
+11,709
+16% +$219K 1.14% 32
2020
Q3 		$1.3M Buy
74,658
+750
+1% +$13.1K 0.95% 39
2020
Q2 		$1.24M Buy
73,908
+9,327
+14% +$152K 0.91% 42
2020
Q1 		$953K Buy
64,581
+156
+0.2% +$2.86K 0.84% 46
2019
Q4 		$1.29M Buy
64,425
+4,743
+8% +$91.9K 0.86% 45
2019
Q3 		$1.13M Sell
59,682
-2,595
-4% -$48.6K 0.8% 46
2019
Q2 		$1.17M Buy
62,277
+8,940
+17% +$165K 0.83% 44
2019
Q1 		$973K Buy
53,337
+1,719
+3% +$30.5K 0.67% 51
2018
Q4 		$848K Buy
51,618
+7,836
+18% +$139K 0.65% 52
2018
Q3 		$818K Buy
43,782
+51
+0.1% +$945 0.58% 59
2018
Q2 		$774K Buy
43,731
+10,920
+33% +$195K 0.58% 57
2018
Q1 		$578K Buy
32,811
+33
+0.1% +$605 0.45% 66
2017
Q4 		$597K Buy
+32,778
New +$583K 0.44% 66

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Murphy Middleton Hinkle & Parker increased its Schwab US Large-Cap Value ETF (SCHV) stake by 6.7% in Q2 2026, buying an estimated $721K and bringing the position to 349,164 shares worth $12.2M. The position accounts for 4.94% of the portfolio, ranked #2.

Murphy Middleton Hinkle & Parker first reported a position in SCHV in Q4 2017 and has held it in 34 quarters since. 206 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Murphy Middleton Hinkle & Parker held 349,164 shares of Schwab US Large-Cap Value ETF worth $12.2M as of Q2 2026.
  • Murphy Middleton Hinkle & Parker bought 21,899 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $721K.
  • Schwab US Large-Cap Value ETF made up 4.94% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #2 holding.
  • Murphy Middleton Hinkle & Parker first reported a position in Schwab US Large-Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
  • 206 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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