SCHM β€” CHARLES SCHWAB US MC

Ownership history in Murphy & Mullick Capital Management Corp  Β·  6 quarters on record

AI Ownership Summary

Murphy & Mullick Capital Management Corp reported CHARLES SCHWAB US MC (SCHM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.95% in 2024 Q4. The latest visible filing shows SCHM at 2.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Murphy & Mullick Capital Management Corp's position in CHARLES SCHWAB US MC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHM was reported at 2.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.95% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Murphy & Mullick Capital Management Corp held SCHM β€” position size vs. price
% of Fund (quarterly)    SCHM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 110,018 -945 -0.9% 2.52% $3.4M 2026-04-17 $33.76
2025 Q4 REDUCED 110,963 -696 -0.6% 2.41% $3.3M 2026-02-10 $32.69
2025 Q3 REDUCED 111,659 -1,675 -1.5% 2.46% $3.3M 2025-11-07 $29.27
2025 Q2 ADDED 113,334 +703 +0.6% 2.63% $3.2M 2025-08-14 $28.64
2025 Q1 REDUCED 112,631 -2,780 -2.4% 2.86% $3.0M 2025-05-14 $26.99
2024 Q4 INITIATED 115,411 β€” β€” 2.95% $3.2M 2025-02-12 $28.02

FAQ About Murphy & Mullick Capital Management Corp and SCHM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Murphy & Mullick Capital Management Corp reported owning SCHM?

Murphy & Mullick Capital Management Corp reported SCHM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SCHM position in Murphy & Mullick Capital Management Corp's portfolio?

The largest reported portfolio weight for SCHM was 2.95% in 2024 Q4.

What is the latest reported SCHM position on this page?

The most recent filing on this page is 2026 Q1, when Murphy & Mullick Capital Management Corp reported 110,018 shares, equal to 2.52% of portfolio, with an estimated market value of $3.4M.

What does the chart on this SCHM ownership page compare?

The chart compares Murphy & Mullick Capital Management Corp's quarterly SCHM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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