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Investment Research Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Investment Research Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$569K Buy
19,321
+4,764
+33% +$136K 0.19% 124
2026
Q1 		$373K Buy
14,557
+1,557
+12% +$41.8K 0.15% 152
2025
Q4 		$350K Buy
+13,000
New +$347K 0.15% 160

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Investment Research Partners's SCHX Position: Q2 2026 in Review

Investment Research Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 33% in Q2 2026, buying an estimated $136K and bringing the position to 19,321 shares worth $569K. The position accounts for 0.19% of the portfolio, ranked #124.

Investment Research Partners first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Investment Research Partners held 19,321 shares of Schwab US Large- Cap ETF worth $569K as of Q2 2026.
  • Investment Research Partners bought 4,764 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $136K.
  • Schwab US Large- Cap ETF made up 0.19% of Investment Research Partners's portfolio in Q2 2026, its #124 holding.
  • Investment Research Partners first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.