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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$209K	Sell	8,159 -600	-7%	-$16.1K	0.15%	135
2025 Q4	$236K	Hold	8,759	–	–	0.17%	123
2025 Q3	$231K	Hold	8,759	–	–	0.17%	125
2025 Q2	$219K	Buy	8,759 +2,000	+30%	+$45.2K	0.18%	121
2025 Q1	$149K	Hold	6,759	–	–	0.14%	146
2024 Q4	$157K	Buy	+6,759	New	+$158K	0.14%	140

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Murphy & Mullick Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 6.9% in Q1 2026, selling an estimated $16.1K and leaving 8,159 shares worth $209K. The position accounts for 0.15% of the portfolio, ranked #135.

Murphy & Mullick Capital Management first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $236K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Murphy & Mullick Capital Management held 8,159 shares of Schwab US Large- Cap ETF worth $209K as of Q1 2026.
Murphy & Mullick Capital Management sold 600 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $16.1K.
Schwab US Large- Cap ETF made up 0.15% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #135 holding.
Murphy & Mullick Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Murphy & Mullick Capital Management's Schwab US Large- Cap ETF position peaked at $236K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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