HC
SCHV

Hurley Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Hurley Capital’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$374K Buy
12,247
+17
+0.1% +$530 0.2% 66
2025
Q4 		$362K Buy
12,230
+21
+0.2% +$614 0.2% 64
2025
Q3 		$355K Buy
12,209
+18
+0.1% +$511 0.2% 72
2025
Q2 		$337K Sell
12,191
-177
-1% -$4.65K 0.24% 62
2025
Q1 		$329K Buy
12,368
+216
+2% +$5.8K 0.25% 64
2024
Q4 		$318K Buy
+12,152
New +$328K 0.26% 57

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Hurley Capital's SCHV Position: Q1 2026 in Review

Hurley Capital increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.14% in Q1 2026, buying an estimated $530 and bringing the position to 12,247 shares worth $374K. The position accounts for 0.2% of the portfolio, ranked #66.

Hurley Capital first reported a position in SCHV in Q4 2024 and has held it in 6 quarters since. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Hurley Capital held 12,247 shares of Schwab US Large-Cap Value ETF worth $374K as of Q1 2026.
  • Hurley Capital bought 17 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $530.
  • Schwab US Large-Cap Value ETF made up 0.2% of Hurley Capital's portfolio in Q1 2026, its #66 holding.
  • Hurley Capital first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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