Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$20,945
-$294 QoQ
Shares Held
227
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,168
of 2,314 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Hurley Capital, LLC holds $4,519,139 across 11 Capital Markets names. SCHW ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
20,673 | $4,321,483 | |
| 2 | GS |
Goldman Sachs Group Inc
|
122 | $123,387 | |
| 3 | EVR |
Evercore Inc.
|
87 | $29,705 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
227 | $20,945 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
59 | $5,916 | |
| 6 | BTBT |
Bit Digital, Inc
|
2,336 | $4,204 | |
| 7 | IREN |
IREN Ltd
|
82 | $3,749 | |
| 8 | MARA |
MARA Holdings, Inc.
|
247 | $3,430 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,945 | 227 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $21,239 | 226 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $22,379 | 224 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,289 | 223 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,346 | 223 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,378 | 222 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $16,356 | 221 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||