Murphy & Mullick Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$232K	Sell	9,978 -132	-1%	-$3.09K	0.17%	120
2025 Q4	$236K	Sell	10,110 -1,382	-12%	-$32.5K	0.17%	122
2025 Q3	$270K	Hold	11,492	–	–	0.2%	112
2025 Q2	$265K	Sell	11,492 -2,674	-19%	-$61.4K	0.22%	104
2025 Q1	$328K	Sell	14,166 -2,062	-13%	-$47.2K	0.32%	75
2024 Q4	$368K	Buy	+16,228	New	+$375K	0.34%	70

Other funds holding SCHZ

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

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Murphy & Mullick Capital Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.3% in Q1 2026, selling an estimated $3.09K and leaving 9,978 shares worth $232K. The position accounts for 0.17% of the portfolio, ranked #120.

Murphy & Mullick Capital Management first reported a position in SCHZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $368K in Q4 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Murphy & Mullick Capital Management held 9,978 shares of Schwab US Aggregate Bond ETF worth $232K as of Q1 2026.
Murphy & Mullick Capital Management sold 132 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $3.09K.
Schwab US Aggregate Bond ETF made up 0.17% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #120 holding.
Murphy & Mullick Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Murphy & Mullick Capital Management's Schwab US Aggregate Bond ETF position peaked at $368K in Q4 2024.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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