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Murphy & Mullick Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Murphy & Mullick Capital Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.41M Sell
110,018
-945
-0.9% -$30.1K 2.52% 5
2025
Q4 		$3.34M Sell
110,963
-696
-0.6% -$20.7K 2.41% 7
2025
Q3 		$3.31M Sell
111,659
-1,675
-1% -$48.8K 2.46% 6
2025
Q2 		$3.24M Buy
113,334
+703
+0.6% +$18.5K 2.63% 5
2025
Q1 		$2.95M Sell
112,631
-2,780
-2% -$77.4K 2.86% 2
2024
Q4 		$3.2M Buy
+115,411
New +$3.29M 2.95% 4

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Murphy & Mullick Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.85% in Q1 2026, selling an estimated $30.1K and leaving 110,018 shares worth $3.41M. The position accounts for 2.52% of the portfolio, ranked #5.

Murphy & Mullick Capital Management first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Murphy & Mullick Capital Management held 110,018 shares of Schwab US Mid-Cap ETF worth $3.41M as of Q1 2026.
  • Murphy & Mullick Capital Management sold 945 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $30.1K.
  • Schwab US Mid-Cap ETF made up 2.52% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #5 holding.
  • Murphy & Mullick Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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