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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Murphy & Mullick Capital Management held its Charles Schwab (SCHW) position steady in Q1 2026 at 435 shares worth $40.8K. The position accounts for 0.03% of the portfolio, ranked #311.

Murphy & Mullick Capital Management first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $43.5K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Murphy & Mullick Capital Management held 435 shares of Charles Schwab worth $40.8K as of Q1 2026.
Murphy & Mullick Capital Management left its Charles Schwab share count unchanged in Q1 2026.
Charles Schwab made up 0.03% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #311 holding.
Murphy & Mullick Capital Management first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
Murphy & Mullick Capital Management's Charles Schwab position peaked at $43.5K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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