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 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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Investors Research Corp's SCHD Position: Q2 2026 in Review

Investors Research Corp increased its Schwab US Dividend Equity ETF (SCHD) stake by 3.6% in Q2 2026, buying an estimated $322K and bringing the position to 290,362 shares worth $9.21M. The position accounts for 1.65% of the portfolio, ranked #17.

Investors Research Corp first reported a position in SCHD in Q3 2020 and has held it in 24 quarters since. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Investors Research Corp held 290,362 shares of Schwab US Dividend Equity ETF worth $9.21M as of Q2 2026.
Investors Research Corp bought 10,146 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $322K.
Schwab US Dividend Equity ETF made up 1.65% of Investors Research Corp's portfolio in Q2 2026, its #17 holding.
Investors Research Corp first reported a position in Schwab US Dividend Equity ETF in Q3 2020 and has held it in 24 quarters since.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.