Murphy & Mullick Capital Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Murphy & Mullick Capital Management’s Portfolio FNDB Stock Details FNDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.68K	Hold	285	–	–	0.01%	501
2026 Q1	$7.75K	Hold	285	–	–	0.01%	501
2025 Q4	$7.57K	Hold	285	–	–	0.01%	513
2025 Q3	$7.34K	Hold	285	–	–	0.01%	501
2025 Q2	$6.89K	Hold	285	–	–	0.01%	496
2025 Q1	$6.56K	Hold	285	–	–	0.01%	485
2024 Q4	$6.63K	Buy	+285	New	+$6.79K	0.01%	482

Other funds holding FNDB

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Murphy & Mullick Capital Management held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q2 2026 at 285 shares worth $8.68K. The position accounts for 0.01% of the portfolio, ranked #501.

Murphy & Mullick Capital Management first reported a position in FNDB in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Murphy & Mullick Capital Management held 285 shares of Schwab Fundamental US Broad Market Index ETF worth $8.68K as of Q2 2026.
Murphy & Mullick Capital Management left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Broad Market Index ETF made up 0.01% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #501 holding.
Murphy & Mullick Capital Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2024 and has held it in 7 quarters since.
172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

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