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 Q3	$20K	Buy	588 +1	+0.2%	+$35	0.01%	278
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hurley Capital's SCHM Position: Q3 2026 in Review

Hurley Capital increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.17% in Q3 2026, buying an estimated $35 and bringing the position to 588 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #278.

Hurley Capital first reported a position in SCHM in Q4 2024 and has held it in 8 quarters since. The position peaked at $80.8K in Q1 2026. 961 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Hurley Capital held 588 shares of Schwab US Mid-Cap ETF worth $20K as of Q3 2026.
Hurley Capital bought 1 Schwab US Mid-Cap ETF share in Q3 2026, an estimated $35.
Schwab US Mid-Cap ETF made up 0.01% of Hurley Capital's portfolio in Q3 2026, its #278 holding.
Hurley Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Hurley Capital's Schwab US Mid-Cap ETF position peaked at $80.8K in Q1 2026.
961 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

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