Investors Research Corp’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.28M | Sell |
90,715
-2,276
| -2% | -$75.2K | 0.59% | 34 |
|
|
2026
Q1 | $2.7M | Sell |
92,991
-868
| -0.9% | -$26K | 0.52% | 34 |
|
|
2025
Q4 | $2.67M | Sell |
93,859
-250
| -0.3% | -$7.06K | 0.49% | 35 |
|
|
2025
Q3 | $2.63M | Sell |
94,109
-1,188
| -1% | -$31.8K | 0.49% | 36 |
|
|
2025
Q2 | $2.41M | Sell |
95,297
-412
| -0.4% | -$9.74K | 0.47% | 36 |
|
|
2025
Q1 | $2.24M | Sell |
95,709
-424
| -0.4% | -$10.8K | 0.49% | 34 |
|
|
2024
Q4 | $2.49M | Sell |
96,133
-709
| -0.7% | -$18.9K | 0.55% | 33 |
|
|
2024
Q3 | $2.49M | Hold |
96,842
| – | – | 0.54% | 34 |
|
|
2024
Q2 | $2.3M | Sell |
96,842
-1,812
| -2% | -$43K | 0.54% | 32 |
|
|
2024
Q1 | $2.43M | Sell |
98,654
-1,592
| -2% | -$37.3K | 0.57% | 30 |
|
|
2023
Q4 | $2.37M | Sell |
100,246
-790
| -0.8% | -$16.7K | 0.57% | 27 |
|
|
2023
Q3 | $2.09M | Sell |
101,036
-5,014
| -5% | -$110K | 0.55% | 31 |
|
|
2023
Q2 | $2.32M | Buy |
106,050
+184
| +0.2% | +$3.83K | 0.59% | 30 |
|
|
2023
Q1 | $2.22M | Sell |
105,866
-3,252
| -3% | -$69.9K | 0.58% | 30 |
|
|
2022
Q4 | $2.21M | Sell |
109,118
-110
| -0.1% | -$2.25K | 0.6% | 29 |
|
|
2022
Q3 | $2.06M | Sell |
109,228
-204
| -0.2% | -$4.27K | 0.63% | 31 |
|
|
2022
Q2 | $2.13M | Sell |
109,432
-314
| -0.3% | -$6.71K | 0.64% | 32 |
|
|
2022
Q1 | $2.6M | Sell |
109,746
-1,050
| -0.9% | -$24.8K | 0.73% | 30 |
|
|
2021
Q4 | $2.84M | Sell |
110,796
-264
| -0.2% | -$6.83K | 0.86% | 25 |
|
|
2021
Q3 | $2.78M | Buy |
111,060
+348
| +0.3% | +$8.84K | 0.94% | 10 |
|
|
2021
Q2 | $2.88M | Sell |
110,712
-364
| -0.3% | -$9.31K | 1% | 4 |
|
|
2021
Q1 | $2.77M | Sell |
111,076
-1,804
| -2% | -$44.4K | 1.04% | 2 |
|
|
2020
Q4 | $2.51M | Sell |
112,880
-680
| -0.6% | -$13.5K | 0.99% | 5 |
|
|
2020
Q3 | $1.94M | Sell |
113,560
-4,088
| -3% | -$70.4K | 0.94% | 8 |
|
|
2020
Q2 | $1.92M | Buy |
117,648
+14,504
| +14% | +$217K | 0.96% | 7 |
|
|
2020
Q1 | $1.33M | Buy |
103,144
+29,608
| +40% | +$503K | 0.83% | 10 |
|
|
2019
Q4 | $1.39M | Buy |
73,536
+5,316
| +8% | +$96.2K | 0.64% | 16 |
|
|
2019
Q3 | $1.19M | Buy |
68,220
+1,264
| +2% | +$22.3K | 0.6% | 24 |
|
|
2019
Q2 | $1.2M | Buy |
66,956
+3,372
| +5% | +$59.6K | 0.62% | 24 |
|
|
2019
Q1 | $1.11M | Buy |
63,584
+11,980
| +23% | +$205K | 0.59% | 27 |
|
|
2018
Q4 | $783K | Buy |
51,604
+7,568
| +17% | +$128K | 0.55% | 53 |
|
|
2018
Q3 | $839K | Buy |
44,036
+9,840
| +29% | +$188K | 0.48% | 55 |
|
|
2018
Q2 | $629K | Buy |
34,196
+8,464
| +33% | +$153K | 0.36% | 107 |
|
|
2018
Q1 | $445K | Buy |
+25,732
| New | +$454K | 0.27% | 145 |
|
Other funds holding SCHA
AA
Investors Research Corp's SCHA Position: Q2 2026 in Review
Investors Research Corp reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.4% in Q2 2026, selling an estimated $75.2K and leaving 90,715 shares worth $3.28M. The position accounts for 0.59% of the portfolio, ranked #34.
Investors Research Corp first reported a position in SCHA in Q1 2018 and has held it in 34 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.
- Investors Research Corp held 90,715 shares of Schwab U.S Small- Cap ETF worth $3.28M as of Q2 2026.
- Investors Research Corp sold 2,276 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $75.2K.
- Schwab U.S Small- Cap ETF made up 0.59% of Investors Research Corp's portfolio in Q2 2026, its #34 holding.
- Investors Research Corp first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and has held it in 34 quarters since.
- 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.
Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.