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Murphy & Mullick Capital Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Murphy & Mullick Capital Management’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$89.4K Hold
2,756
– – 0.07% 211
2025
Q4 		$86.8K Hold
2,756
– – 0.06% 213
2025
Q3 		$85.9K Hold
2,756
– – 0.06% 216
2025
Q2 		$80.5K Hold
2,756
– – 0.07% 209
2025
Q1 		$75.5K Hold
2,756
– – 0.07% 211
2024
Q4 		$81.9K Buy
+2,756
New +$84.2K 0.08% 199

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Murphy & Mullick Capital Management's FNDA Position: Q1 2026 in Review

Murphy & Mullick Capital Management held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q1 2026 at 2,756 shares worth $89.4K. The position accounts for 0.07% of the portfolio, ranked #211.

Murphy & Mullick Capital Management first reported a position in FNDA in Q4 2024 and has held it in 6 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Murphy & Mullick Capital Management held 2,756 shares of Schwab Fundamental US Small Company Index ETF worth $89.4K as of Q1 2026.
  • Murphy & Mullick Capital Management left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q1 2026.
  • Schwab Fundamental US Small Company Index ETF made up 0.07% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #211 holding.
  • Murphy & Mullick Capital Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 6 quarters since.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.