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 Q2	$216K	Sell	9,328 -650	-7%	-$15K	0.13%	132
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 $1.81T AUM 41.13% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Murphy & Mullick Capital Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 6.5% in Q2 2026, selling an estimated $15K and leaving 9,328 shares worth $216K. The position accounts for 0.13% of the portfolio, ranked #132.

Murphy & Mullick Capital Management first reported a position in SCHZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $368K in Q4 2024. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Murphy & Mullick Capital Management held 9,328 shares of Schwab US Aggregate Bond ETF worth $216K as of Q2 2026.
Murphy & Mullick Capital Management sold 650 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $15K.
Schwab US Aggregate Bond ETF made up 0.13% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #132 holding.
Murphy & Mullick Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Murphy & Mullick Capital Management's Schwab US Aggregate Bond ETF position peaked at $368K in Q4 2024.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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