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Salem Investment Counselors’s Schwab US Broad Market ETF SCHB Stock Holding History

Salem Investment Counselors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.67M Sell
126,591
-8,802
-7% -$246K 0.09% 132
2026
Q1 		$3.4M Buy
135,393
+94
+0.1% +$2.47K 0.1% 118
2025
Q4 		$3.55M Sell
135,299
-113
-0.1% -$2.94K 0.1% 115
2025
Q3 		$3.48M Buy
135,412
+26,240
+24% +$650K 0.1% 114
2025
Q2 		$2.6M Sell
109,172
-1,820
-2% -$40.1K 0.08% 134
2025
Q1 		$2.39M Sell
110,992
-141
-0.1% -$3.21K 0.08% 128
2024
Q4 		$2.52M Sell
111,133
-10,475
-9% -$239K 0.08% 128
2024
Q3 		$2.7M Buy
121,608
+150
+0.1% +$3.2K 0.08% 131
2024
Q2 		$2.55M Sell
121,458
-4,845
-4% -$98.2K 0.08% 129
2024
Q1 		$2.57M Hold
126,303
– – 0.08% 133
2023
Q4 		$2.34M Sell
126,303
-14,070
-10% -$243K 0.08% 125
2023
Q3 		$2.33M Sell
140,373
-975
-0.7% -$16.9K 0.09% 118
2023
Q2 		$2.44M Sell
141,348
-7,425
-5% -$121K 0.09% 120
2023
Q1 		$2.37M Buy
148,773
+1,260
+0.9% +$19.7K 0.1% 122
2022
Q4 		$2.2M Buy
147,513
+6,480
+5% +$97.4K 0.09% 124
2022
Q3 		$1.97M Sell
141,033
-4,935
-3% -$76.8K 0.09% 127
2022
Q2 		$2.15M Hold
145,968
– – 0.1% 126
2022
Q1 		$2.6M Hold
145,968
– – 0.1% 119
2021
Q4 		$2.75M Buy
145,968
+840
+0.6% +$15.5K 0.1% 115
2021
Q3 		$2.51M Sell
145,128
-1,164
-0.8% -$20.7K 0.14% 121
2021
Q2 		$2.54M Hold
146,292
– – 0.14% 120
2021
Q1 		$2.36M Buy
146,292
+1,200
+0.8% +$18.9K 0.14% 116
2020
Q4 		$2.2M Sell
145,092
-360
-0.2% -$5.13K 0.14% 113
2020
Q3 		$1.93M Sell
145,452
-150
-0.1% -$1.97K 0.15% 106
2020
Q2 		$1.78M Sell
145,602
-3,030
-2% -$34.9K 0.15% 106
2020
Q1 		$1.5M Buy
148,632
+360
+0.2% +$4.36K 0.15% 108
2019
Q4 		$1.9M Sell
148,272
-1,440
-1% -$17.7K 0.16% 115
2019
Q3 		$1.77M Buy
149,712
+4,500
+3% +$53.2K 0.16% 116
2019
Q2 		$1.71M Buy
+145,212
New +$1.68M 0.16% 120
2017
Q2 		– Sell
-119,400
Closed -$1.13M – 733
2017
Q1 		$1.13M Buy
119,400
+9,036
+8% +$84.8K 0.12% 133
2016
Q4 		$997K Sell
110,364
-300
-0.3% -$2.64K 0.11% 132
2016
Q3 		$9.65K Buy
110,664
+5,340
+5% +$46.4K 0.13% 120
2016
Q2 		$883K Buy
105,324
+1,230
+1% +$10.2K 0.11% 141
2016
Q1 		$855K Sell
104,094
-12,840
-11% -$99.8K 0.11% 137
2015
Q4 		$956K Buy
116,934
+7,644
+7% +$63K 0.12% 139
2015
Q3 		$837K Buy
109,290
+1,800
+2% +$14.8K 0.11% 146
2015
Q2 		$900K Sell
107,490
-342
-0.3% -$2.92K 0.11% 144
2015
Q1 		$907K Buy
107,832
+4,800
+5% +$40.1K 0.11% 150
2014
Q4 		$856K Buy
103,032
+546
+0.5% +$4.42K 0.1% 149
2014
Q3 		$812K Buy
102,486
+3,354
+3% +$26.8K 0.1% 156
2014
Q2 		$788K Hold
99,132
– – 0.1% 156
2014
Q1 		$755K Buy
99,132
+360
+0.4% +$2.69K 0.09% 161
2013
Q4 		$741K Buy
98,772
+3,000
+3% +$21.6K 0.1% 159
2013
Q3 		$656K Buy
95,772
+2,400
+3% +$16.3K 0.09% 167
2013
Q2 		$606K Buy
+93,372
New +$606K 0.09% 164

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Salem Investment Counselors's SCHB Position: Q2 2026 in Review

Salem Investment Counselors reduced its Schwab US Broad Market ETF (SCHB) stake by 6.5% in Q2 2026, selling an estimated $246K and leaving 126,591 shares worth $3.67M. The position accounts for 0.09% of the portfolio, ranked #132.

Salem Investment Counselors first reported a position in SCHB in Q2 2013 and has held it in 45 quarters since. 716 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Salem Investment Counselors held 126,591 shares of Schwab US Broad Market ETF worth $3.67M as of Q2 2026.
  • Salem Investment Counselors sold 8,802 Schwab US Broad Market ETF shares in Q2 2026, an estimated $246K.
  • Schwab US Broad Market ETF made up 0.09% of Salem Investment Counselors's portfolio in Q2 2026, its #132 holding.
  • Salem Investment Counselors first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 45 quarters since.
  • 716 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.