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 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	+$7.57K	0.01%	469

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

BFA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

SCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Murphy & Mullick Capital Management held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 312 shares worth $9.7K. The position accounts for 0.01% of the portfolio, ranked #494.

Murphy & Mullick Capital Management first reported a position in FNDX in Q4 2024 and has held it in 7 quarters since. 836 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Murphy & Mullick Capital Management held 312 shares of Schwab Fundamental US Large Company Index ETF worth $9.7K as of Q2 2026.
Murphy & Mullick Capital Management left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #494 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 7 quarters since.
836 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

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