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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
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

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hurley Capital's SCHD Position: Q1 2026 in Review

Hurley Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.4% in Q1 2026, buying an estimated $239K and bringing the position to 101,383 shares worth $3.11M. The position accounts for 1.67% of the portfolio, ranked #13.

Hurley Capital first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Hurley Capital held 101,383 shares of Schwab US Dividend Equity ETF worth $3.11M as of Q1 2026.
  • Hurley Capital bought 7,884 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $239K.
  • Schwab US Dividend Equity ETF made up 1.67% of Hurley Capital's portfolio in Q1 2026, its #13 holding.
  • Hurley Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Hurley Capital's 13F filing for Q1 2026, filed 6 May 2026.