Murphy & Mullick Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$538K	Buy	18,358 +1,000	+6%	+$29.3K	0.33%	66
2026 Q2	$532K	Buy	17,358 +1,450	+9%	+$40.6K	0.33%	66
2026 Q1	$399K	Sell	15,908 -609	-4%	-$16K	0.3%	80
2025 Q4	$433K	Hold	16,517	–	–	0.31%	71
2025 Q3	$425K	Buy	16,517 +250	+2%	+$6.19K	0.32%	74
2025 Q2	$396K	Buy	16,267 +4,000	+33%	+$88.1K	0.32%	72
2025 Q1	$264K	Hold	12,267	–	–	0.26%	93
2024 Q4	$278K	Buy	+12,267	New	+$280K	0.26%	91

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

Murphy & Mullick Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 5.8% in Q3 2026, buying an estimated $29.3K and bringing the position to 18,358 shares worth $538K. The position accounts for 0.33% of the portfolio, ranked #66.

Murphy & Mullick Capital Management first reported a position in SCHB in Q4 2024 and has held it in 8 quarters since. 1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Murphy & Mullick Capital Management held 18,358 shares of Schwab US Broad Market ETF worth $538K as of Q3 2026.
Murphy & Mullick Capital Management bought 1,000 Schwab US Broad Market ETF shares in Q3 2026, an estimated $29.3K.
Schwab US Broad Market ETF made up 0.33% of Murphy & Mullick Capital Management's portfolio in Q3 2026, its #66 holding.
Murphy & Mullick Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 8 quarters since.
1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

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