Charles Schwab
IDR icon

Charles Schwab’s Idaho Strategic Resources IDR Stock Holding History

Charles Schwab’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51M Buy
46,113
+4,520
+11% +$176K ﹤0.01% 2878
2026
Q1 		$1.34M Sell
41,593
-2,389
-5% -$92.7K ﹤0.01% 2822
2025
Q4 		$1.77M Buy
43,982
+7,766
+21% +$297K ﹤0.01% 2783
2025
Q3 		$1.22M Hold
36,216
– – ﹤0.01% 2888
2025
Q2 		$474K Buy
+36,216
New +$533K ﹤0.01% 3157

Other funds holding IDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

Charles Schwab's IDR Position: Q2 2026 in Review

Charles Schwab increased its Idaho Strategic Resources (IDR) stake by 11% in Q2 2026, buying an estimated $176K and bringing the position to 46,113 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

Charles Schwab first reported a position in IDR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.77M in Q4 2025. 128 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • Charles Schwab held 46,113 shares of Idaho Strategic Resources worth $1.51M as of Q2 2026.
  • Charles Schwab bought 4,520 Idaho Strategic Resources shares in Q2 2026, an estimated $176K.
  • Idaho Strategic Resources made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2878 holding.
  • Charles Schwab first reported a position in Idaho Strategic Resources in Q2 2025 and has held it in 5 quarters since.
  • Charles Schwab's Idaho Strategic Resources position peaked at $1.77M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.