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Murphy & Mullick Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Murphy & Mullick Capital Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.91M Buy
134,230
+3,610
+3% +$112K 2.89% 3
2025
Q4 		$4.26M Buy
130,620
+2,450
+2% +$79.7K 3.07% 4
2025
Q3 		$4.09M Buy
128,170
+7,985
+7% +$243K 3.04% 4
2025
Q2 		$3.63M Buy
120,185
+5,742
+5% +$152K 2.95% 4
2025
Q1 		$2.87M Sell
114,443
-1,962
-2% -$53.7K 2.77% 3
2024
Q4 		$3.24M Buy
+116,405
New +$3.18M 2.99% 3

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Murphy & Mullick Capital Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.8% in Q1 2026, buying an estimated $112K and bringing the position to 134,230 shares worth $3.91M. The position accounts for 2.89% of the portfolio, ranked #3.

Murphy & Mullick Capital Management first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.26M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Murphy & Mullick Capital Management held 134,230 shares of Schwab US Large-Cap Growth ETF worth $3.91M as of Q1 2026.
  • Murphy & Mullick Capital Management bought 3,610 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $112K.
  • Schwab US Large-Cap Growth ETF made up 2.89% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #3 holding.
  • Murphy & Mullick Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Murphy & Mullick Capital Management's Schwab US Large-Cap Growth ETF position peaked at $4.26M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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