MMCM
SCHW

Murphy & Mullick Capital Management’s Charles Schwab SCHW Stock Holding History

Murphy & Mullick Capital Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.2K Hold
435
– – 0.02% 329
2026
Q1 		$40.8K Hold
435
– – 0.03% 311
2025
Q4 		$43.5K Buy
435
+2
+0.5% +$190 0.03% 306
2025
Q3 		$41K Buy
433
+130
+43% +$12.3K 0.03% 303
2025
Q2 		$28.3K Sell
303
-209
-41% -$17.5K 0.02% 334
2025
Q1 		$40.1K Buy
512
+311
+155% +$24.4K 0.04% 286
2024
Q4 		$14.9K Buy
+201
New +$15K 0.01% 391

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Murphy & Mullick Capital Management held its Charles Schwab (SCHW) position steady in Q2 2026 at 435 shares worth $40.2K. The position accounts for 0.02% of the portfolio, ranked #329.

Murphy & Mullick Capital Management first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.5K in Q4 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Murphy & Mullick Capital Management held 435 shares of Charles Schwab worth $40.2K as of Q2 2026.
  • Murphy & Mullick Capital Management left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.02% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #329 holding.
  • Murphy & Mullick Capital Management first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Murphy & Mullick Capital Management's Charles Schwab position peaked at $43.5K in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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