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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23M	Buy	780,944 +32,896	+4%	+$939K	4.11%	3
2026 Q1	$19.2M	Buy	748,048 +6,969	+0.9%	+$187K	3.67%	4
2025 Q4	$19.9M	Buy	741,079 +23,065	+3%	+$616K	3.65%	4
2025 Q3	$18.9M	Buy	718,014 +27,333	+4%	+$694K	3.5%	4
2025 Q2	$16.9M	Buy	690,681 +49,851	+8%	+$1.13M	3.31%	3
2025 Q1	$14.1M	Buy	640,830 +44,494	+7%	+$1.04M	3.06%	3
2024 Q4	$13.8M	Buy	596,336 +29,075	+5%	+$678K	3.04%	4
2024 Q3	$12.8M	Buy	567,261 +37,362	+7%	+$814K	2.8%	4
2024 Q2	$11.3M	Buy	529,899 +28,185	+6%	+$582K	2.65%	5
2024 Q1	$10.4M	Buy	501,714 +10,863	+2%	+$214K	2.43%	3
2023 Q4	$9.23M	Buy	490,851 +16,713	+4%	+$294K	2.23%	3
2023 Q3	$8M	Buy	474,138 +16,368	+4%	+$287K	2.09%	4
2023 Q2	$7.99M	Buy	457,770 +18,138	+4%	+$299K	2.02%	4
2023 Q1	$7.09M	Buy	439,632 +20,244	+5%	+$319K	1.84%	6
2022 Q4	$6.31M	Buy	419,388 +29,661	+8%	+$449K	1.71%	7
2022 Q3	$5.5M	Buy	389,727 +43,452	+13%	+$682K	1.69%	6
2022 Q2	$5.16M	Buy	346,275 +60,429	+21%	+$979K	1.55%	6
2022 Q1	$5.13M	Buy	285,846 +68,160	+31%	+$1.21M	1.45%	3
2021 Q4	$4.13M	Buy	217,686 +53,940	+33%	+$996K	1.25%	4
2021 Q3	$2.84M	Buy	163,746 +37,422	+30%	+$667K	0.96%	7
2021 Q2	$2.19M	Buy	126,324 +39,342	+45%	+$664K	0.76%	17
2021 Q1	$1.39M	Buy	86,982 +36,330	+72%	+$569K	0.52%	37
2020 Q4	$768K	Buy	50,652 +23,898	+89%	+$342K	0.3%	114
2020 Q3	$360K	Buy	26,754 +19,200	+254%	+$255K	0.17%	178
2020 Q2	$93K	Hold	7,554	–	–	0.05%	374
2020 Q1	$77K	Buy	7,554 +4,752	+170%	+$57.7K	0.05%	370
2019 Q4	$36K	Hold	2,802	–	–	0.02%	571
2019 Q3	$33K	Buy	2,802 +2,622	+1,457%	+$30.9K	0.02%	577
2019 Q2	$2K	Hold	180	–	–	﹤0.01%	989
2019 Q1	$2K	Buy	+180	New	+$1.95K	﹤0.01%	962

Other funds holding SCHX

SFG

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

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

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

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

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

Investors Research Corp increased its Schwab US Large- Cap ETF (SCHX) stake by 4.4% in Q2 2026, buying an estimated $939K and bringing the position to 780,944 shares worth $23M. The position accounts for 4.11% of the portfolio, ranked #3.

Investors Research Corp first reported a position in SCHX in Q1 2019 and has held it in 30 quarters since. 522 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Investors Research Corp held 780,944 shares of Schwab US Large- Cap ETF worth $23M as of Q2 2026.
Investors Research Corp bought 32,896 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $939K.
Schwab US Large- Cap ETF made up 4.11% of Investors Research Corp's portfolio in Q2 2026, its #3 holding.
Investors Research Corp first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 30 quarters since.
522 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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