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
Q3 		$38.1K Sell
390
-97
-20% -$10.2K 0.01% 422
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Investors Research Corp's SCHW Position: Q3 2026 in Review

Investors Research Corp reduced its Charles Schwab (SCHW) stake by 20% in Q3 2026, selling an estimated $10.2K and leaving 390 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #422.

Investors Research Corp first reported a position in SCHW in Q3 2019 and has held it in 29 quarters since. The position peaked at $54.8K in Q1 2026. 109 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Investors Research Corp held 390 shares of Charles Schwab worth $38.1K as of Q3 2026.
  • Investors Research Corp sold 97 Charles Schwab shares in Q3 2026, an estimated $10.2K.
  • Charles Schwab made up 0.01% of Investors Research Corp's portfolio in Q3 2026, its #422 holding.
  • Investors Research Corp first reported a position in Charles Schwab in Q3 2019 and has held it in 29 quarters since.
  • Investors Research Corp's Charles Schwab position peaked at $54.8K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.