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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.12M	Buy	102,375 +6,250	+7%	+$195K	2.31%	6
2025 Q4	$2.85M	Buy	96,125 +766	+0.8%	+$22.4K	2.05%	8
2025 Q3	$2.78M	Hold	95,359	–	–	2.06%	7
2025 Q2	$2.65M	Sell	95,359 -219	-0.2%	-$5.76K	2.16%	7
2025 Q1	$2.54M	Sell	95,578 -4,276	-4%	-$115K	2.46%	6
2024 Q4	$2.6M	Buy	+99,854	New	+$2.7M	2.4%	7

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Murphy & Mullick Capital Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 6.5% in Q1 2026, buying an estimated $195K and bringing the position to 102,375 shares worth $3.12M. The position accounts for 2.31% of the portfolio, ranked #6.

Murphy & Mullick Capital Management first reported a position in SCHV in Q4 2024 and has held it in 6 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Murphy & Mullick Capital Management held 102,375 shares of Schwab US Large-Cap Value ETF worth $3.12M as of Q1 2026.
Murphy & Mullick Capital Management bought 6,250 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $195K.
Schwab US Large-Cap Value ETF made up 2.31% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #6 holding.
Murphy & Mullick Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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