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Hurley Capital’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Hurley Capital’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,000
Closed -$23.4K – 744
2025
Q4 		$23.4K Hold
1,000
– – 0.01% 236
2025
Q3 		$23.5K Hold
1,000
– – 0.01% 258
2025
Q2 		$23.2K Sell
1,000
-556
-36% -$12.8K 0.02% 215
2025
Q1 		$36K Sell
1,556
-4,340
-74% -$99.4K 0.03% 201
2024
Q4 		$134K Buy
+5,896
New +$136K 0.11% 89

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hurley Capital's SCHZ Position: Q1 2026 in Review

Hurley Capital sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 1,000 shares — an estimated $23.4K sold.

Hurley Capital first reported a position in SCHZ in Q4 2024 and held it in 5 quarters. The position peaked at $134K in Q4 2024. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Hurley Capital reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Hurley Capital sold 1,000 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $23.4K.
  • Hurley Capital first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 5 quarters.
  • Hurley Capital's Schwab US Aggregate Bond ETF position peaked at $134K in Q4 2024.
  • 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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