IRC
Investors Research Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Buy |
690,681
+49,851
| +8% | +$1.22M | 3.31% | 3 |
|
|
2025
Q1 | $14.1M | Buy |
640,830
+44,494
| +7% | +$982K | 3.06% | 3 |
|
|
2024
Q4 | $13.8M | Buy |
596,336
+407,249
| +215% | +$9.44M | 3.04% | 4 |
|
|
2024
Q3 | $12.8M | Buy |
189,087
+12,454
| +7% | +$845K | 2.8% | 4 |
|
|
2024
Q2 | $11.3M | Buy |
176,633
+9,395
| +6% | +$604K | 2.65% | 5 |
|
|
2024
Q1 | $10.4M | Buy |
167,238
+3,621
| +2% | +$225K | 2.43% | 3 |
|
|
2023
Q4 | $9.23M | Buy |
163,617
+5,571
| +4% | +$314K | 2.23% | 3 |
|
|
2023
Q3 | $8M | Buy |
158,046
+5,456
| +4% | +$276K | 2.09% | 4 |
|
|
2023
Q2 | $7.99M | Buy |
152,590
+6,046
| +4% | +$317K | 2.02% | 4 |
|
|
2023
Q1 | $7.09M | Buy |
146,544
+6,748
| +5% | +$326K | 1.84% | 6 |
|
|
2022
Q4 | $6.31M | Buy |
139,796
+9,887
| +8% | +$446K | 1.71% | 7 |
|
|
2022
Q3 | $5.5M | Buy |
129,909
+14,484
| +13% | +$613K | 1.69% | 6 |
|
|
2022
Q2 | $5.16M | Buy |
115,425
+20,143
| +21% | +$900K | 1.55% | 6 |
|
|
2022
Q1 | $5.13M | Buy |
95,282
+59,001
| +163% | +$3.18M | 1.45% | 3 |
|
|
2021
Q4 | $4.13M | Buy |
36,281
+8,990
| +33% | +$1.02M | 1.25% | 4 |
|
|
2021
Q3 | $2.84M | Buy |
27,291
+6,237
| +30% | +$649K | 0.96% | 7 |
|
|
2021
Q2 | $2.19M | Buy |
21,054
+6,557
| +45% | +$682K | 0.76% | 17 |
|
|
2021
Q1 | $1.39M | Buy |
14,497
+6,055
| +72% | +$581K | 0.52% | 37 |
|
|
2020
Q4 | $768K | Buy |
8,442
+3,983
| +89% | +$362K | 0.3% | 114 |
|
|
2020
Q3 | $360K | Buy |
4,459
+3,200
| +254% | +$258K | 0.17% | 178 |
|
|
2020
Q2 | $93K | Hold |
1,259
| – | – | 0.05% | 374 |
|
|
2020
Q1 | $77K | Buy |
1,259
+792
| +170% | +$48.4K | 0.05% | 370 |
|
|
2019
Q4 | $36K | Hold |
467
| – | – | 0.02% | 571 |
|
|
2019
Q3 | $33K | Buy |
467
+437
| +1,457% | +$30.9K | 0.02% | 577 |
|
|
2019
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 989 |
|
|
2019
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 962 |
|