IRC
SCHW

Investors Research Corp’s Charles Schwab SCHW Stock Holding History

Investors Research Corp’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.9K Sell
487
-96
-16% -$8.76K 0.01% 403
2026
Q1 		$54.8K Buy
583
+53
+10% +$5.2K 0.01% 386
2025
Q4 		$53K Hold
530
– – 0.01% 433
2025
Q3 		$50.6K Sell
530
-29
-5% -$2.75K 0.01% 446
2025
Q2 		$51K Hold
559
– – 0.01% 460
2025
Q1 		$43.8K Buy
559
+240
+75% +$18.8K 0.01% 479
2024
Q4 		$23.6K Hold
319
– – 0.01% 568
2024
Q3 		$20.7K Hold
319
– – ﹤0.01% 599
2024
Q2 		$23.5K Hold
319
– – 0.01% 599
2024
Q1 		$23.1K Hold
319
– – 0.01% 604
2023
Q4 		$21.9K Hold
319
– – 0.01% 618
2023
Q3 		$17.5K Buy
319
+29
+10% +$1.75K ﹤0.01% 670
2023
Q2 		$16.4K Hold
290
– – ﹤0.01% 690
2023
Q1 		$15.2K Hold
290
– – ﹤0.01% 714
2022
Q4 		$24.1K Hold
290
– – 0.01% 628
2022
Q3 		$21K Hold
290
– – 0.01% 643
2022
Q2 		$18K Hold
290
– – 0.01% 676
2022
Q1 		$24K Hold
290
– – 0.01% 628
2021
Q4 		$24K Hold
290
– – 0.01% 639
2021
Q3 		$21K Hold
290
– – 0.01% 667
2021
Q2 		$21K Hold
290
– – 0.01% 676
2021
Q1 		$19K Hold
290
– – 0.01% 695
2020
Q4 		$15K Hold
290
– – 0.01% 791
2020
Q3 		$11K Hold
290
– – 0.01% 812
2020
Q2 		$10K Hold
290
– – 0.01% 807
2020
Q1 		$10K Hold
290
– – 0.01% 782
2019
Q4 		$14K Hold
290
– – 0.01% 781
2019
Q3 		$12K Buy
+290
New +$11.7K 0.01% 813

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Investors Research Corp reduced its Charles Schwab (SCHW) stake by 16% in Q2 2026, selling an estimated $8.76K and leaving 487 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #403.

Investors Research Corp first reported a position in SCHW in Q3 2019 and has held it in 28 quarters since. The position peaked at $54.8K in Q1 2026. 616 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Investors Research Corp held 487 shares of Charles Schwab worth $44.9K as of Q2 2026.
  • Investors Research Corp sold 96 Charles Schwab shares in Q2 2026, an estimated $8.76K.
  • Charles Schwab made up 0.01% of Investors Research Corp's portfolio in Q2 2026, its #403 holding.
  • Investors Research Corp first reported a position in Charles Schwab in Q3 2019 and has held it in 28 quarters since.
  • Investors Research Corp's Charles Schwab position peaked at $54.8K in Q1 2026.
  • 616 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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