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 Q2	$726K	Buy	24,659 +16,500	+202%	+$471K	0.45%	56
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 $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Murphy & Mullick Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 202% in Q2 2026, buying an estimated $471K and bringing the position to 24,659 shares worth $726K. The position accounts for 0.45% of the portfolio, ranked #56.

Murphy & Mullick Capital Management first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,603 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Murphy & Mullick Capital Management held 24,659 shares of Schwab US Large- Cap ETF worth $726K as of Q2 2026.
Murphy & Mullick Capital Management bought 16,500 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $471K.
Schwab US Large- Cap ETF made up 0.45% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #56 holding.
Murphy & Mullick Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,603 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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