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Murphy & Mullick Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Murphy & Mullick Capital Management’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$924K Sell
39,024
-284
-0.7% -$6.62K 0.57% 46
2026
Q1 		$845K Sell
39,308
-443
-1% -$9.71K 0.63% 41
2025
Q4 		$830K Sell
39,751
-1,790
-4% -$38K 0.6% 42
2025
Q3 		$896K Sell
41,541
-133
-0.3% -$2.84K 0.66% 35
2025
Q2 		$876K Sell
41,674
-370
-0.9% -$7.75K 0.71% 36
2025
Q1 		$904K Sell
42,044
-1,103
-3% -$23.6K 0.88% 27
2024
Q4 		$909K Buy
+43,147
New +$964K 0.84% 29

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Murphy & Mullick Capital Management reduced its Schwab US REIT ETF (SCHH) stake by 0.72% in Q2 2026, selling an estimated $6.62K and leaving 39,024 shares worth $924K. The position accounts for 0.57% of the portfolio, ranked #46.

Murphy & Mullick Capital Management first reported a position in SCHH in Q4 2024 and has held it in 7 quarters since. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Murphy & Mullick Capital Management held 39,024 shares of Schwab US REIT ETF worth $924K as of Q2 2026.
  • Murphy & Mullick Capital Management sold 284 Schwab US REIT ETF shares in Q2 2026, an estimated $6.62K.
  • Schwab US REIT ETF made up 0.57% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #46 holding.
  • Murphy & Mullick Capital Management first reported a position in Schwab US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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