HC
SCHW

Hurley Capital’s Charles Schwab SCHW Stock Holding History

Hurley Capital’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.9K Buy
227
+1
+0.4% +$91 0.01% 264
2026
Q1 		$21.2K Buy
226
+2
+0.9% +$196 0.01% 254
2025
Q4 		$22.4K Buy
224
+1
+0.4% +$95 0.01% 242
2025
Q3 		$21.3K Hold
223
– – 0.01% 278
2025
Q2 		$20.3K Buy
223
+1
+0.5% +$84 0.01% 233
2025
Q1 		$17.4K Buy
222
+1
+0.5% +$78 0.01% 270
2024
Q4 		$16.5K Buy
+221
New +$16.5K 0.01% 237

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Hurley Capital's SCHW Position: Q2 2026 in Review

Hurley Capital increased its Charles Schwab (SCHW) stake by 0.44% in Q2 2026, buying an estimated $91 and bringing the position to 227 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #264.

Hurley Capital first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.4K in Q4 2025. 2,313 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Hurley Capital held 227 shares of Charles Schwab worth $20.9K as of Q2 2026.
  • Hurley Capital bought 1 Charles Schwab share in Q2 2026, an estimated $91.
  • Charles Schwab made up 0.01% of Hurley Capital's portfolio in Q2 2026, its #264 holding.
  • Hurley Capital first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Hurley Capital's Charles Schwab position peaked at $22.4K in Q4 2025.
  • 2,313 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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