Hurley Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Hurley Capital’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.31M	Buy	104,539 +3,156	+3%	+$100K	1.72%	14
2026 Q1	$3.11M	Buy	101,383 +7,884	+8%	+$239K	1.67%	13
2025 Q4	$2.56M	Buy	93,499 +5,101	+6%	+$139K	1.44%	17
2025 Q3	$2.41M	Buy	88,398 +5,077	+6%	+$139K	1.36%	16
2025 Q2	$2.21M	Buy	83,321 +11,055	+15%	+$289K	1.55%	15
2025 Q1	$2.02M	Buy	72,266 +4,858	+7%	+$135K	1.53%	17
2024 Q4	$1.85M	Buy	+67,408	New	+$1.92M	1.49%	19

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Hurley Capital's SCHD Position: Q2 2026 in Review

Hurley Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.1% in Q2 2026, buying an estimated $100K and bringing the position to 104,539 shares worth $3.31M. The position accounts for 1.72% of the portfolio, ranked #14.

Hurley Capital first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Hurley Capital held 104,539 shares of Schwab US Dividend Equity ETF worth $3.31M as of Q2 2026.
Hurley Capital bought 3,156 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $100K.
Schwab US Dividend Equity ETF made up 1.72% of Hurley Capital's portfolio in Q2 2026, its #14 holding.
Hurley Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Hurley Capital's 13F filing for Q2 2026, filed 10 Aug 2026.