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Investors Research Corp’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Investors Research Corp’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.84M Buy
302,624
+12,262
+4% +$413K 1.73% 15
2026
Q2 		$9.21M Buy
290,362
+10,146
+4% +$322K 1.65% 17
2026
Q1 		$8.6M Buy
280,216
+12,781
+5% +$388K 1.64% 17
2025
Q4 		$7.34M Buy
267,435
+12,861
+5% +$350K 1.34% 17
2025
Q3 		$6.95M Buy
254,574
+10,315
+4% +$281K 1.29% 18
2025
Q2 		$6.47M Buy
244,259
+15,122
+7% +$395K 1.27% 17
2025
Q1 		$6.41M Buy
229,137
+18,615
+9% +$519K 1.39% 15
2024
Q4 		$5.75M Buy
210,522
+13,158
+7% +$374K 1.26% 16
2024
Q3 		$5.56M Buy
197,364
+10,713
+6% +$292K 1.22% 18
2024
Q2 		$4.84M Buy
186,651
+15,516
+9% +$404K 1.13% 17
2024
Q1 		$4.6M Buy
171,135
+3,801
+2% +$98.2K 1.08% 18
2023
Q4 		$4.25M Buy
167,334
+6,057
+4% +$144K 1.03% 18
2023
Q3 		$3.8M Sell
161,277
-8,610
-5% -$211K 0.99% 18
2023
Q2 		$4.11M Buy
169,887
+5,274
+3% +$126K 1.04% 18
2023
Q1 		$4.01M Buy
164,613
+7,038
+4% +$176K 1.04% 17
2022
Q4 		$3.97M Buy
157,575
+8,475
+6% +$209K 1.07% 17
2022
Q3 		$3.3M Buy
149,100
+10,863
+8% +$264K 1.01% 17
2022
Q2 		$3.3M Buy
138,237
+12,636
+10% +$321K 0.99% 18
2022
Q1 		$3.3M Buy
125,601
+17,790
+17% +$466K 0.93% 19
2021
Q4 		$2.9M Buy
107,811
+17,205
+19% +$447K 0.88% 23
2021
Q3 		$2.24M Buy
90,606
+12,387
+16% +$315K 0.76% 29
2021
Q2 		$1.97M Buy
78,219
+16,176
+26% +$408K 0.68% 30
2021
Q1 		$1.51M Buy
62,043
+19,584
+46% +$445K 0.57% 28
2020
Q4 		$908K Buy
42,459
+26,322
+163% +$534K 0.36% 80
2020
Q3 		$297K Buy
+16,137
New +$297K 0.14% 213

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

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

Investors Research Corp increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.2% in Q3 2026, buying an estimated $413K and bringing the position to 302,624 shares worth $9.84M. The position accounts for 1.73% of the portfolio, ranked #15.

Investors Research Corp first reported a position in SCHD in Q3 2020 and has held it in 25 quarters since. 83 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Investors Research Corp held 302,624 shares of Schwab US Dividend Equity ETF worth $9.84M as of Q3 2026.
  • Investors Research Corp bought 12,262 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $413K.
  • Schwab US Dividend Equity ETF made up 1.73% of Investors Research Corp's portfolio in Q3 2026, its #15 holding.
  • Investors Research Corp first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 25 quarters since.
  • 83 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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