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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
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
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Murphy & Mullick Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 9.1% in Q2 2026, buying an estimated $40.6K and bringing the position to 17,358 shares worth $532K. 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 7 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Murphy & Mullick Capital Management held 17,358 shares of Schwab US Broad Market ETF worth $532K as of Q2 2026.
  • Murphy & Mullick Capital Management bought 1,450 Schwab US Broad Market ETF shares in Q2 2026, an estimated $40.6K.
  • Schwab US Broad Market ETF made up 0.33% of Murphy & Mullick Capital Management's portfolio in Q2 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 7 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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