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 Q2	$3.75M	Buy	107,605 +5,230	+5%	+$172K	2.32%	7
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 $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Murphy & Mullick Capital Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 5.1% in Q2 2026, buying an estimated $172K and bringing the position to 107,605 shares worth $3.75M. The position accounts for 2.32% of the portfolio, ranked #7.

Murphy & Mullick Capital Management first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Murphy & Mullick Capital Management held 107,605 shares of Schwab US Large-Cap Value ETF worth $3.75M as of Q2 2026.
Murphy & Mullick Capital Management bought 5,230 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $172K.
Schwab US Large-Cap Value ETF made up 2.32% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #7 holding.
Murphy & Mullick Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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