Hurley Capital, LLC SCHB Schwab US Broad Market

Ownership history in Hurley Capital, LLC  ·  6 quarters on record

AI Ownership Summary

Hurley Capital, LLC reported Schwab US Broad Market (SCHB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.89% in 2024 Q4. The latest visible filing shows SCHB at 0.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hurley Capital, LLC's position in Schwab US Broad Market, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHB was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hurley Capital, LLC held SCHB — position size vs. price
% of Fund (quarterly)    SCHB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 51,361 +1,757 +3.5% 0.69% $1.3M 2026-05-06 $28.34
2025 Q4 ADDED 49,604 +1,006 +2.1% 0.73% $1.3M 2026-02-17 $26.29
2025 Q3 ADDED 48,598 +140 +0.3% 0.70% $1.2M 2025-11-12 $26.15
2025 Q2 ADDED 48,458 +228 +0.5% 0.81% $1.2M 2025-08-14 $24.64
2025 Q1 ADDED 48,230 +134 +0.3% 0.79% $1.0M 2025-05-07 $21.36
2024 Q4 INITIATED 48,096 0.89% $1.1M 2025-02-13 $23.30

FAQ About Hurley Capital, LLC and SCHB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hurley Capital, LLC reported owning SCHB?

Hurley Capital, LLC reported SCHB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SCHB position in Hurley Capital, LLC's portfolio?

The largest reported portfolio weight for SCHB was 0.89% in 2024 Q4.

What is the latest reported SCHB position on this page?

The most recent filing on this page is 2026 Q1, when Hurley Capital, LLC reported 51,361 shares, equal to 0.69% of portfolio, with an estimated market value of $1.3M.

What does the chart on this SCHB ownership page compare?

The chart compares Hurley Capital, LLC's quarterly SCHB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hurley Capital, LLC time their SCHB position?

Based on 13F filing dates vs. subsequent SCHB price moves, Hurley Capital, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on SCHB relative to SPY over the holding period was -0.3%.

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