IRC
SCHR

Investors Research Corp’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Investors Research Corp’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-180
Closed -$4.48K – 869
2026
Q1 		$4.48K Hold
180
– – ﹤0.01% 628
2025
Q4 		$4.51K Sell
180
-18
-9% -$453 ﹤0.01% 701
2025
Q3 		$4.98K Hold
198
– – ﹤0.01% 716
2025
Q2 		$4.96K Hold
198
– – ﹤0.01% 750
2025
Q1 		$4.92K Sell
198
-36
-15% -$881 ﹤0.01% 760
2024
Q4 		$5.68K Hold
234
– – ﹤0.01% 740
2024
Q3 		$5.92K Hold
234
– – ﹤0.01% 754
2024
Q2 		$5.71K Sell
234
-508
-68% -$12.3K ﹤0.01% 801
2024
Q1 		$18.2K Buy
742
+18
+2% +$443 ﹤0.01% 632
2023
Q4 		$18K Sell
724
-214
-23% -$5.17K ﹤0.01% 656
2023
Q3 		$22.5K Hold
938
– – 0.01% 622
2023
Q2 		$23.1K Hold
938
– – 0.01% 624
2023
Q1 		$23.7K Buy
938
+36
+4% +$897 0.01% 634
2022
Q4 		$22.2K Hold
902
– – 0.01% 647
2022
Q3 		$22K Hold
902
– – 0.01% 637
2022
Q2 		$23K Sell
902
-868
-49% -$22.4K 0.01% 631
2022
Q1 		$47K Hold
1,770
– – 0.01% 535
2021
Q4 		$50K Hold
1,770
– – 0.02% 520
2021
Q3 		$50K Buy
1,770
+72
+4% +$2.06K 0.02% 520
2021
Q2 		$48K Buy
1,698
+292
+21% +$8.29K 0.02% 531
2021
Q1 		$40K Buy
1,406
+284
+25% +$8.15K 0.02% 562
2020
Q4 		$33K Buy
1,122
+396
+55% +$11.5K 0.01% 619
2020
Q3 		$21K Buy
+726
New +$21.3K 0.01% 684

Other funds holding SCHR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

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

Investors Research Corp sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026, closing a stake of 180 shares — an estimated $4.48K sold.

Investors Research Corp first reported a position in SCHR in Q3 2020 and held it in 23 quarters. The position peaked at $50K in Q4 2021. 86 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Investors Research Corp reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Investors Research Corp sold 180 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $4.48K.
  • Investors Research Corp first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2020 and held it in 23 quarters.
  • Investors Research Corp's Schwab Intermediately-Term US Treasury ETF position peaked at $50K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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