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 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%	-$9.74K	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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Murphy & Mullick Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.2% in Q2 2026, selling an estimated $5.82K and leaving 86,275 shares worth $3.12M. The position accounts for 1.93% of the portfolio, ranked #11.

Murphy & Mullick Capital Management first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Murphy & Mullick Capital Management held 86,275 shares of Schwab U.S Small- Cap ETF worth $3.12M as of Q2 2026.
Murphy & Mullick Capital Management sold 176 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5.82K.
Schwab U.S Small- Cap ETF made up 1.93% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #11 holding.
Murphy & Mullick Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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