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Hurley Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hurley Capital’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80.8K Sell
2,610
-45
-2% -$1.43K 0.04% 143
2025
Q4 		$79.8K Buy
2,655
+12
+0.5% +$358 0.04% 135
2025
Q3 		$78.3K Buy
2,643
+11
+0.4% +$320 0.04% 154
2025
Q2 		$73.8K Buy
2,632
+9
+0.3% +$237 0.05% 128
2025
Q1 		$68.7K Buy
2,623
+1
+0% +$28 0.05% 143
2024
Q4 		$73.5K Buy
+2,622
New +$74.7K 0.06% 115

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hurley Capital's SCHM Position: Q1 2026 in Review

Hurley Capital reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q1 2026, selling an estimated $1.43K and leaving 2,610 shares worth $80.8K. The position accounts for 0.04% of the portfolio, ranked #143.

Hurley Capital first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Hurley Capital held 2,610 shares of Schwab US Mid-Cap ETF worth $80.8K as of Q1 2026.
  • Hurley Capital sold 45 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $1.43K.
  • Schwab US Mid-Cap ETF made up 0.04% of Hurley Capital's portfolio in Q1 2026, its #143 holding.
  • Hurley Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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