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 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 $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

CWA

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Murphy & Mullick Capital Management held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q1 2026 at 322 shares worth $8.02K. The position accounts for 0.01% of the portfolio, ranked #495.

Murphy & Mullick Capital Management first reported a position in SCHR in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.4K in Q4 2024. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Murphy & Mullick Capital Management held 322 shares of Schwab Intermediately-Term US Treasury ETF worth $8.02K as of Q1 2026.
Murphy & Mullick Capital Management left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up 0.01% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #495 holding.
Murphy & Mullick Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Murphy & Mullick Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $14.4K in Q4 2024.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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