Investors Research Corp’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Investors Research Corp’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.95M	Sell	54,401 -7,207	-12%	-$253K	0.34%	41
2026 Q2	$2.08M	Sell	61,608 -787	-1%	-$26.1K	0.37%	40
2026 Q1	$1.82M	Buy	62,395 +2,611	+4%	+$81.2K	0.35%	38
2025 Q4	$1.95M	Sell	59,784 -483	-0.8%	-$15.7K	0.36%	43
2025 Q3	$1.92M	Buy	60,267 +2,524	+4%	+$76.9K	0.36%	41
2025 Q2	$1.69M	Buy	57,743 +4,550	+9%	+$120K	0.33%	50
2025 Q1	$1.33M	Buy	53,193 +3,129	+6%	+$85.7K	0.29%	66
2024 Q4	$1.4M	Buy	50,064 +1,896	+4%	+$51.9K	0.31%	61
2024 Q3	$1.25M	Buy	48,168 +1,592	+3%	+$40.1K	0.27%	76
2024 Q2	$1.17M	Buy	46,576 +4,332	+10%	+$102K	0.27%	79
2024 Q1	$979K	Buy	42,244 +1,888	+5%	+$41.8K	0.23%	112
2023 Q4	$837K	Buy	40,356 +1,716	+4%	+$33.2K	0.2%	132
2023 Q3	$702K	Buy	38,640 +444	+1%	+$8.36K	0.18%	152
2023 Q2	$716K	Buy	38,196 +776	+2%	+$13.3K	0.18%	152
2023 Q1	$610K	Buy	37,420 +988	+3%	+$15K	0.16%	172
2022 Q4	$506K	Buy	36,432 +3,704	+11%	+$53.3K	0.14%	200
2022 Q3	$457K	Buy	32,728 +4,872	+17%	+$76.3K	0.14%	200
2022 Q2	$404K	Buy	27,856 +5,192	+23%	+$83K	0.12%	221
2022 Q1	$424K	Buy	22,664 +4,544	+25%	+$82.9K	0.12%	217
2021 Q4	$371K	Buy	18,120 +3,816	+27%	+$76.3K	0.11%	218
2021 Q3	$265K	Buy	14,304 +2,896	+25%	+$55.2K	0.09%	261
2021 Q2	$208K	Buy	11,408 +2,464	+28%	+$42.6K	0.07%	290
2021 Q1	$145K	Buy	8,944 +1,584	+22%	+$25.8K	0.05%	334
2020 Q4	$118K	Buy	7,360 +624	+9%	+$9.46K	0.05%	392
2020 Q3	$97K	Buy	6,736 +296	+5%	+$4.13K	0.05%	395
2020 Q2	$82K	Buy	6,440 +88	+1%	+$1.03K	0.04%	397
2020 Q1	$63K	Buy	6,352 +256	+4%	+$2.92K	0.04%	404
2019 Q4	$71K	Buy	6,096 +56	+0.9%	+$617	0.03%	467
2019 Q3	$63K	Buy	6,040 +56	+0.9%	+$590	0.03%	482
2019 Q2	$62K	Hold	5,984	–	–	0.03%	472
2019 Q1	$59K	Buy	+5,984	New	+$56.6K	0.03%	481

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

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

Investors Research Corp reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q3 2026, selling an estimated $253K and leaving 54,401 shares worth $1.95M. The position accounts for 0.34% of the portfolio, ranked #41.

Investors Research Corp first reported a position in SCHG in Q1 2019 and has held it in 31 quarters since. The position peaked at $2.08M in Q2 2026. 166 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Investors Research Corp held 54,401 shares of Schwab US Large-Cap Growth ETF worth $1.95M as of Q3 2026.
Investors Research Corp sold 7,207 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $253K.
Schwab US Large-Cap Growth ETF made up 0.34% of Investors Research Corp's portfolio in Q3 2026, its #41 holding.
Investors Research Corp first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 31 quarters since.
Investors Research Corp's Schwab US Large-Cap Growth ETF position peaked at $2.08M in Q2 2026.
166 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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