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Investors Research Corp’s Schwab US Broad Market ETF SCHB Stock Holding History

Investors Research Corp’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$118K Hold
4,018
– – 0.02% 313
2026
Q2 		$116K Sell
4,018
-675
-14% -$18.9K 0.02% 312
2026
Q1 		$118K Sell
4,693
-500
-10% -$13.1K 0.02% 317
2025
Q4 		$136K Buy
5,193
+1,045
+25% +$27.2K 0.02% 328
2025
Q3 		$107K Sell
4,148
-1,162
-22% -$28.8K 0.02% 361
2025
Q2 		$127K Hold
5,310
– – 0.02% 353
2025
Q1 		$114K Sell
5,310
-1,176
-18% -$26.8K 0.02% 364
2024
Q4 		$147K Hold
6,486
– – 0.03% 339
2024
Q3 		$144K Buy
6,486
+1,176
+22% +$25.1K 0.03% 349
2024
Q2 		$111K Hold
5,310
– – 0.03% 390
2024
Q1 		$108K Hold
5,310
– – 0.03% 392
2023
Q4 		$98.5K Hold
5,310
– – 0.02% 421
2023
Q3 		$88.2K Hold
5,310
– – 0.02% 429
2023
Q2 		$91.5K Sell
5,310
-4,689
-47% -$76.4K 0.02% 429
2023
Q1 		$159K Hold
9,999
– – 0.04% 356
2022
Q4 		$149K Hold
9,999
– – 0.04% 366
2022
Q3 		$140K Hold
9,999
– – 0.04% 349
2022
Q2 		$147K Hold
9,999
– – 0.04% 348
2022
Q1 		$178K Sell
9,999
-3
-0% -$53 0.05% 334
2021
Q4 		$188K Hold
10,002
– – 0.06% 320
2021
Q3 		$173K Sell
10,002
-18
-0.2% -$320 0.06% 309
2021
Q2 		$174K Sell
10,020
-162
-2% -$2.74K 0.06% 311
2021
Q1 		$164K Hold
10,182
– – 0.06% 320
2020
Q4 		$154K Buy
10,182
+18
+0.2% +$256 0.06% 339
2020
Q3 		$135K Sell
10,164
-2,622
-21% -$34.5K 0.07% 334
2020
Q2 		$157K Buy
12,786
+18
+0.1% +$208 0.08% 292
2020
Q1 		$129K Buy
12,768
+24
+0.2% +$290 0.08% 289
2019
Q4 		$163K Buy
12,744
+54
+0.4% +$663 0.08% 317
2019
Q3 		$150K Buy
12,690
+18
+0.1% +$213 0.08% 306
2019
Q2 		$149K Buy
12,672
+12
+0.1% +$139 0.08% 304
2019
Q1 		$144K Buy
+12,660
New +$138K 0.08% 316

Other funds holding SCHB

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Investors Research Corp's SCHB Position: Q3 2026 in Review

Investors Research Corp held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 4,018 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #313.

Investors Research Corp first reported a position in SCHB in Q1 2019 and has held it in 31 quarters since. The position peaked at $188K in Q4 2021. 54 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Investors Research Corp held 4,018 shares of Schwab US Broad Market ETF worth $118K as of Q3 2026.
  • Investors Research Corp left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
  • Schwab US Broad Market ETF made up 0.02% of Investors Research Corp's portfolio in Q3 2026, its #313 holding.
  • Investors Research Corp first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 31 quarters since.
  • Investors Research Corp's Schwab US Broad Market ETF position peaked at $188K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.