Investors Research Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,391	Closed	-$43.1K	–	868
2026 Q1	$43.1K	Sell	1,391 -718	-34%	-$22.9K	0.01%	407
2025 Q4	$63.4K	Hold	2,109	–	–	0.01%	414
2025 Q3	$62.5K	Hold	2,109	–	–	0.01%	422
2025 Q2	$59.2K	Hold	2,109	–	–	0.01%	445
2025 Q1	$55.3K	Hold	2,109	–	–	0.01%	452
2024 Q4	$58.4K	Hold	2,109	–	–	0.01%	459
2024 Q3	$58.4K	Hold	2,109	–	–	0.01%	469
2024 Q2	$54.7K	Hold	2,109	–	–	0.01%	490
2024 Q1	$57.2K	Sell	2,109 -1,215	-37%	-$31K	0.01%	489
2023 Q4	$83.5K	Hold	3,324	–	–	0.02%	435
2023 Q3	$75K	Sell	3,324 -1,023	-24%	-$24.2K	0.02%	452
2023 Q2	$103K	Hold	4,347	–	–	0.03%	411
2023 Q1	$98.3K	Hold	4,347	–	–	0.03%	418
2022 Q4	$95.1K	Hold	4,347	–	–	0.03%	420
2022 Q3	$88K	Hold	4,347	–	–	0.03%	419
2022 Q2	$91K	Hold	4,347	–	–	0.03%	420
2022 Q1	$110K	Hold	4,347	–	–	0.03%	404
2021 Q4	$117K	Hold	4,347	–	–	0.04%	379
2021 Q3	$111K	Sell	4,347 -9	-0.2%	-$235	0.04%	388
2021 Q2	$114K	Hold	4,356	–	–	0.04%	369
2021 Q1	$108K	Hold	4,356	–	–	0.04%	382
2020 Q4	$99K	Hold	4,356	–	–	0.04%	416
2020 Q3	$81K	Hold	4,356	–	–	0.04%	423
2020 Q2	$76K	Hold	4,356	–	–	0.04%	409
2020 Q1	$61K	Buy	4,356 +3,066	+238%	+$56.1K	0.04%	413
2019 Q4	$26K	Hold	1,290	–	–	0.01%	650
2019 Q3	$24K	Buy	1,290 +1,182	+1,094%	+$22.3K	0.01%	658
2019 Q2	$2K	Hold	108	–	–	﹤0.01%	988
2019 Q1	$2K	Buy	+108	New	+$1.93K	﹤0.01%	961

Other funds holding SCHM

LWMT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Investors Research Corp sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 1,391 shares — an estimated $43.1K sold.

Investors Research Corp first reported a position in SCHM in Q1 2019 and held it in 29 quarters. The position peaked at $117K in Q4 2021. 353 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Investors Research Corp reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Investors Research Corp sold 1,391 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $43.1K.
Investors Research Corp first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and held it in 29 quarters.
Investors Research Corp's Schwab US Mid-Cap ETF position peaked at $117K in Q4 2021.
353 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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