Hurley Capital
SCHB icon

Hurley Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Hurley Capital’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.52M Buy
51,792
+343
+0.7% +$10.1K 0.74% 36
2026
Q2 		$1.49M Buy
51,449
+88
+0.2% +$2.46K 0.77% 34
2026
Q1 		$1.29M Buy
51,361
+1,757
+4% +$46.1K 0.69% 33
2025
Q4 		$1.3M Buy
49,604
+1,006
+2% +$26.2K 0.73% 34
2025
Q3 		$1.25M Buy
48,598
+140
+0.3% +$3.46K 0.7% 40
2025
Q2 		$1.15M Buy
48,458
+228
+0.5% +$5.02K 0.81% 34
2025
Q1 		$1.04M Buy
48,230
+134
+0.3% +$3.05K 0.79% 32
2024
Q4 		$1.1M Buy
+48,096
New +$1.1M 0.89% 34

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Hurley Capital's SCHB Position: Q3 2026 in Review

Hurley Capital increased its Schwab US Broad Market ETF (SCHB) stake by 0.67% in Q3 2026, buying an estimated $10.1K and bringing the position to 51,792 shares worth $1.52M. The position accounts for 0.74% of the portfolio, ranked #36.

Hurley Capital first reported a position in SCHB in Q4 2024 and has held it in 8 quarters since. 1,173 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Hurley Capital held 51,792 shares of Schwab US Broad Market ETF worth $1.52M as of Q3 2026.
  • Hurley Capital bought 343 Schwab US Broad Market ETF shares in Q3 2026, an estimated $10.1K.
  • Schwab US Broad Market ETF made up 0.74% of Hurley Capital's portfolio in Q3 2026, its #36 holding.
  • Hurley Capital first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,173 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Hurley Capital's 13F filing for Q3 2026, filed 5 Nov 2026.