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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
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 $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Investors Research Corp reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.3% in Q2 2026, selling an estimated $26.1K and leaving 61,608 shares worth $2.08M. The position accounts for 0.37% of the portfolio, ranked #40.

Investors Research Corp first reported a position in SCHG in Q1 2019 and has held it in 30 quarters since. 560 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Investors Research Corp held 61,608 shares of Schwab US Large-Cap Growth ETF worth $2.08M as of Q2 2026.
  • Investors Research Corp sold 787 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $26.1K.
  • Schwab US Large-Cap Growth ETF made up 0.37% of Investors Research Corp's portfolio in Q2 2026, its #40 holding.
  • Investors Research Corp first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • 560 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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