Investors Research Corp’s Schwab 1000 Index ETF SCHK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1	Closed	-$28	–	893
2025 Q3	$28	Hold	1	–	–	﹤0.01%	866
2025 Q2	$26	Hold	1	–	–	﹤0.01%	920
2025 Q1	$23	Hold	1	–	–	﹤0.01%	957
2024 Q4	$25	Sell	1 -1	-50%	-$28	﹤0.01%	936
2024 Q3	$48	Sell	2 -342	-99%	-$9.1K	﹤0.01%	964
2024 Q2	$8.99K	Hold	344	–	–	﹤0.01%	729
2024 Q1	$8.71K	Buy	344 +2	+0.6%	+$48	﹤0.01%	738
2023 Q4	$7.89K	Hold	342	–	–	﹤0.01%	772
2023 Q3	$7.04K	Buy	342 +2	+0.6%	+$43	﹤0.01%	790
2023 Q2	$7.27K	Buy	340 +2	+0.6%	+$40	﹤0.01%	807
2023 Q1	$6.7K	Hold	338	–	–	﹤0.01%	841
2022 Q4	$6.23K	Buy	+338	New	+$6.28K	﹤0.01%	845

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Investors Research Corp's SCHK Position: Q4 2025 in Review

Investors Research Corp sold out of Schwab 1000 Index ETF (SCHK) in Q4 2025, closing a stake of 1 share — an estimated $28 sold.

Investors Research Corp first reported a position in SCHK in Q4 2022 and held it in 12 quarters. The position peaked at $8.99K in Q2 2024. 235 funds tracked by Wall St. Rank hold SCHK as of Q4 2025.

Investors Research Corp reported no remaining Schwab 1000 Index ETF position as of Q4 2025 after selling out during the quarter.
Investors Research Corp sold 1 Schwab 1000 Index ETF share in Q4 2025, an estimated $28.
Investors Research Corp first reported a position in Schwab 1000 Index ETF in Q4 2022 and held it in 12 quarters.
Investors Research Corp's Schwab 1000 Index ETF position peaked at $8.99K in Q2 2024.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2025.

Based on Investors Research Corp's 13F filing for Q4 2025, filed 6 Jan 2026.