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

Murphy Middleton Hinkle & Parker’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
2026
Q1 		– Sell
-29,221
Closed -$1.16M – 201
2025
Q4 		$1.16M Buy
+29,221
New +$780K 0.56% 54

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Murphy Middleton Hinkle & Parker's SCHX Position: Q1 2026 in Review

Murphy Middleton Hinkle & Parker sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 29,221 shares — an estimated $1.16M sold.

Murphy Middleton Hinkle & Parker first reported a position in SCHX in Q4 2025 and held it in 1 quarter. The position peaked at $1.16M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Murphy Middleton Hinkle & Parker reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Murphy Middleton Hinkle & Parker sold 29,221 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.16M.
  • Murphy Middleton Hinkle & Parker first reported a position in Schwab US Large- Cap ETF in Q4 2025 and held it in 1 quarter.
  • Murphy Middleton Hinkle & Parker's Schwab US Large- Cap ETF position peaked at $1.16M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q1 2026, filed 15 Apr 2026.