Investors Research Corp’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$164K	Hold	7,094	–	–	0.03%	289
2026 Q1	$165K	Hold	7,094	–	–	0.03%	286
2025 Q4	$166K	Hold	7,094	–	–	0.03%	312
2025 Q3	$166K	Hold	7,094	–	–	0.03%	322
2025 Q2	$165K	Hold	7,094	–	–	0.03%	327
2025 Q1	$164K	Hold	7,094	–	–	0.04%	318
2024 Q4	$161K	Hold	7,094	–	–	0.04%	329
2024 Q3	$169K	Hold	7,094	–	–	0.04%	328
2024 Q2	$162K	Sell	7,094 -530	-7%	-$12K	0.04%	331
2024 Q1	$175K	Hold	7,624	–	–	0.04%	342
2023 Q4	$178K	Sell	7,624 -224	-3%	-$5.01K	0.04%	351
2023 Q3	$174K	Hold	7,848	–	–	0.05%	341
2023 Q2	$181K	Hold	7,848	–	–	0.05%	339
2023 Q1	$184K	Hold	7,848	–	–	0.05%	336
2022 Q4	$179K	Hold	7,848	–	–	0.05%	336
2022 Q3	$178K	Hold	7,848	–	–	0.05%	313
2022 Q2	$188K	Sell	7,848 -306	-4%	-$7.41K	0.06%	320
2022 Q1	$206K	Hold	8,154	–	–	0.06%	321
2021 Q4	$220K	Hold	8,154	–	–	0.07%	291
2021 Q3	$221K	Sell	8,154 -20	-0.2%	-$548	0.07%	280
2021 Q2	$223K	Hold	8,174	–	–	0.08%	281
2021 Q1	$220K	Sell	8,174 -1,796	-18%	-$49.3K	0.08%	288
2020 Q4	$279K	Buy	9,970 +416	+4%	+$11.6K	0.11%	257
2020 Q3	$268K	Sell	9,554 -1,246	-12%	-$35.1K	0.13%	233
2020 Q2	$304K	Sell	10,800 -1,364	-11%	-$38K	0.15%	205
2020 Q1	$330K	Hold	12,164	–	–	0.21%	183
2019 Q4	$325K	Hold	12,164	–	–	0.15%	212
2019 Q3	$328K	Buy	12,164 +1,364	+13%	+$36.5K	0.17%	185
2019 Q2	$286K	Hold	10,800	–	–	0.15%	202
2019 Q1	$280K	Buy	+10,800	New	+$276K	0.15%	203

Other funds holding SCHZ

CST

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

KBFS

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

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

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

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

AFP

Arnold Financial Planning Hiawatha, Iowa $134M AUM

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

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

Investors Research Corp held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 7,094 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #289.

Investors Research Corp first reported a position in SCHZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $330K in Q1 2020. 149 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Investors Research Corp held 7,094 shares of Schwab US Aggregate Bond ETF worth $164K as of Q2 2026.
Investors Research Corp left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
Schwab US Aggregate Bond ETF made up 0.03% of Investors Research Corp's portfolio in Q2 2026, its #289 holding.
Investors Research Corp first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and has held it in 30 quarters since.
Investors Research Corp's Schwab US Aggregate Bond ETF position peaked at $330K in Q1 2020.
149 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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