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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
Q2 		$21.6K Sell
587
-2,023
-78% -$69.6K 0.01% 259
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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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: Q2 2026 in Review

Hurley Capital reduced its Schwab US Mid-Cap ETF (SCHM) stake by 78% in Q2 2026, selling an estimated $69.6K and leaving 587 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #259.

Hurley Capital first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $80.8K in Q1 2026. 1,072 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Hurley Capital held 587 shares of Schwab US Mid-Cap ETF worth $21.6K as of Q2 2026.
  • Hurley Capital sold 2,023 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $69.6K.
  • Schwab US Mid-Cap ETF made up 0.01% of Hurley Capital's portfolio in Q2 2026, its #259 holding.
  • Hurley Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Hurley Capital's Schwab US Mid-Cap ETF position peaked at $80.8K in Q1 2026.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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