Murphy & Mullick Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.35K	Sell	136 -186	-58%	-$4.6K	﹤0.01%	592
2026 Q1	$8.02K	Hold	322	–	–	0.01%	495
2025 Q4	$8.08K	Hold	322	–	–	0.01%	504
2025 Q3	$8.09K	Sell	322 -146	-31%	-$3.65K	0.01%	491
2025 Q2	$11.6K	Hold	468	–	–	0.01%	441
2025 Q1	$11.6K	Sell	468 -126	-21%	-$3.08K	0.01%	421
2024 Q4	$14.4K	Buy	+594	New	+$14.6K	0.01%	395

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

Murphy & Mullick Capital Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 58% in Q2 2026, selling an estimated $4.6K and leaving 136 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Murphy & Mullick Capital Management first reported a position in SCHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.4K in Q4 2024. 505 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Murphy & Mullick Capital Management held 136 shares of Schwab Intermediately-Term US Treasury ETF worth $3.35K as of Q2 2026.
Murphy & Mullick Capital Management sold 186 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $4.6K.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #592 holding.
Murphy & Mullick Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Murphy & Mullick Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $14.4K in Q4 2024.
505 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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