Investors Research Corp’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-111	Closed	-$2.95K	–	969
2025 Q1	$2.95K	Hold	111	–	–	﹤0.01%	830
2024 Q4	$2.89K	Buy	+111	New	+$3K	﹤0.01%	827
2023 Q4	–	Sell	-3,825	Closed	-$82.2K	–	1088
2023 Q3	$82.2K	Hold	3,825	–	–	0.02%	438
2023 Q2	$85.5K	Hold	3,825	–	–	0.02%	435
2023 Q1	$83.6K	Hold	3,825	–	–	0.02%	448
2022 Q4	$84.2K	Hold	3,825	–	–	0.02%	445
2022 Q3	$75K	Hold	3,825	–	–	0.02%	439
2022 Q2	$80K	Hold	3,825	–	–	0.02%	441
2022 Q1	$91K	Hold	3,825	–	–	0.03%	435
2021 Q4	$93K	Hold	3,825	–	–	0.03%	414
2021 Q3	$86K	Hold	3,825	–	–	0.03%	426
2021 Q2	$87K	Sell	3,825 -90	-2%	-$2.04K	0.03%	436
2021 Q1	$85K	Hold	3,915	–	–	0.03%	414
2020 Q4	$78K	Hold	3,915	–	–	0.03%	452
2020 Q3	$68K	Hold	3,915	–	–	0.03%	449
2020 Q2	$65K	Hold	3,915	–	–	0.03%	434
2020 Q1	$58K	Hold	3,915	–	–	0.04%	422
2019 Q4	$78K	Hold	3,915	–	–	0.04%	451
2019 Q3	$74K	Hold	3,915	–	–	0.04%	450
2019 Q2	$73K	Buy	3,915 +12	+0.3%	+$222	0.04%	442
2019 Q1	$71K	Buy	+3,903	New	+$69.3K	0.04%	455

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

GAM

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

Investors Research Corp's SCHV Position: Q2 2025 in Review

Investors Research Corp sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2025, closing a stake of 111 shares — an estimated $2.95K sold.

Investors Research Corp first reported a position in SCHV in Q1 2019 and held it in 21 quarters. The position peaked at $93K in Q4 2021. 879 funds tracked by Wall St. Rank hold SCHV as of Q2 2025.

Investors Research Corp reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Investors Research Corp sold 111 Schwab US Large-Cap Value ETF shares in Q2 2025, an estimated $2.95K.
Investors Research Corp first reported a position in Schwab US Large-Cap Value ETF in Q1 2019 and held it in 21 quarters.
Investors Research Corp's Schwab US Large-Cap Value ETF position peaked at $93K in Q4 2021.
879 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2025.

Based on Investors Research Corp's 13F filing for Q2 2025, filed 7 Jul 2025.