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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.8K	Hold	312	–	–	0.01%	501
2026 Q2	$9.7K	Hold	312	–	–	0.01%	494
2026 Q1	$8.69K	Hold	312	–	–	0.01%	484
2025 Q4	$8.49K	Hold	312	–	–	0.01%	499
2025 Q3	$8.21K	Hold	312	–	–	0.01%	490
2025 Q2	$7.71K	Hold	312	–	–	0.01%	484
2025 Q1	$7.37K	Hold	312	–	–	0.01%	473
2024 Q4	$7.39K	Buy	+312	New	+$7.56K	0.01%	469

Other funds holding FNDX

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Glassman Wealth Services Vienna, Virginia $837M AUM 14.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Murphy & Mullick Capital Management's FNDX Position: Q3 2026 in Review

Murphy & Mullick Capital Management held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q3 2026 at 312 shares worth $9.8K. The position accounts for 0.01% of the portfolio, ranked #501.

Murphy & Mullick Capital Management first reported a position in FNDX in Q4 2024 and has held it in 8 quarters since. 776 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Murphy & Mullick Capital Management held 312 shares of Schwab Fundamental US Large Company Index ETF worth $9.8K as of Q3 2026.
Murphy & Mullick Capital Management left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Murphy & Mullick Capital Management's portfolio in Q3 2026, its #501 holding.
Murphy & Mullick Capital Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and has held it in 8 quarters since.
776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.