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 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 $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Murphy & Mullick Capital Management's SCHA Position: Q1 2026 in Review

Murphy & Mullick Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.99% in Q1 2026, selling an estimated $26K and leaving 86,451 shares worth $2.51M. The position accounts for 1.86% of the portfolio, ranked #10.

Murphy & Mullick Capital Management first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Murphy & Mullick Capital Management held 86,451 shares of Schwab U.S Small- Cap ETF worth $2.51M as of Q1 2026.
Murphy & Mullick Capital Management sold 866 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $26K.
Schwab U.S Small- Cap ETF made up 1.86% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #10 holding.
Murphy & Mullick Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.