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 Q2	$105K	Hold	2,756	–	–	0.07%	205
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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Murphy & Mullick Capital Management's FNDA Position: Q2 2026 in Review

Murphy & Mullick Capital Management held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 2,756 shares worth $105K. The position accounts for 0.07% of the portfolio, ranked #205.

Murphy & Mullick Capital Management first reported a position in FNDA in Q4 2024 and has held it in 7 quarters since. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Murphy & Mullick Capital Management held 2,756 shares of Schwab Fundamental US Small Company Index ETF worth $105K as of Q2 2026.
Murphy & Mullick Capital Management left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Small Company Index ETF made up 0.07% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #205 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 7 quarters since.
486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.