Murphy & Mullick Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.81M	Sell	86,187 -88	-0.1%	-$3.01K	1.73%	13
2026 Q2	$3.12M	Sell	86,275 -176	-0.2%	-$5.82K	1.93%	11
2026 Q1	$2.51M	Sell	86,451 -866	-1%	-$26K	1.86%	10
2025 Q4	$2.49M	Sell	87,317 -1,284	-1%	-$36.3K	1.79%	9
2025 Q3	$2.47M	Sell	88,601 -342	-0.4%	-$9.14K	1.83%	10
2025 Q2	$2.29M	Sell	88,943 -412	-0.5%	-$9.7K	1.86%	8
2025 Q1	$2.09M	Sell	89,355 -2,241	-2%	-$57.1K	2.03%	8
2024 Q4	$2.37M	Buy	+91,596	New	+$2.44M	2.18%	8

Other funds holding SCHA

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

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

Murphy & Mullick Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.1% in Q3 2026, selling an estimated $3.01K and leaving 86,187 shares worth $2.81M. The position accounts for 1.73% of the portfolio, ranked #13.

Murphy & Mullick Capital Management first reported a position in SCHA in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.12M in Q2 2026. 885 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Murphy & Mullick Capital Management held 86,187 shares of Schwab U.S Small- Cap ETF worth $2.81M as of Q3 2026.
Murphy & Mullick Capital Management sold 88 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $3.01K.
Schwab U.S Small- Cap ETF made up 1.73% of Murphy & Mullick Capital Management's portfolio in Q3 2026, its #13 holding.
Murphy & Mullick Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 8 quarters since.
Murphy & Mullick Capital Management's Schwab U.S Small- Cap ETF position peaked at $3.12M in Q2 2026.
885 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

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