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Salem Investment Counselors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Salem Investment Counselors’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Sell
34,832
-3,309
-9% -$105K 0.03% 221
2026
Q1 		$1.17M Buy
38,141
+177
+0.5% +$5.37K 0.03% 201
2025
Q4 		$1.04M Sell
37,964
-24,224
-39% -$659K 0.03% 202
2025
Q3 		$1.7M Sell
62,188
-7,214
-10% -$197K 0.05% 167
2025
Q2 		$1.84M Sell
69,402
-4,080
-6% -$107K 0.06% 162
2025
Q1 		$2.05M Sell
73,482
-1,783
-2% -$49.7K 0.07% 143
2024
Q4 		$2.06M Sell
75,265
-245
-0.3% -$6.96K 0.07% 147
2024
Q3 		$2.13M Buy
75,510
+84
+0.1% +$2.29K 0.06% 149
2024
Q2 		$1.98M Buy
75,426
+21,651
+40% +$564K 0.06% 147
2024
Q1 		$1.45M Sell
53,775
-930
-2% -$24K 0.05% 170
2023
Q4 		$1.39M Buy
54,705
+24
+0% +$572 0.05% 163
2023
Q3 		$1.29M Buy
54,681
+558
+1% +$13.7K 0.05% 155
2023
Q2 		$1.31M Buy
54,123
+246
+0.5% +$5.88K 0.05% 158
2023
Q1 		$1.31M Buy
53,877
+1,509
+3% +$37.7K 0.05% 155
2022
Q4 		$1.32M Sell
52,368
-3,342
-6% -$82.5K 0.06% 150
2022
Q3 		$1.23M Sell
55,710
-60
-0.1% -$1.46K 0.06% 154
2022
Q2 		$1.33M Buy
55,770
+4,158
+8% +$106K 0.06% 153
2022
Q1 		$1.36M Buy
51,612
+3,093
+6% +$81K 0.05% 166
2021
Q4 		$1.31M Buy
48,519
+11,685
+32% +$304K 0.05% 164
2021
Q3 		$912K Buy
36,834
+1,212
+3% +$30.8K 0.05% 183
2021
Q2 		$898K Buy
35,622
+10,863
+44% +$274K 0.05% 182
2021
Q1 		$602K Buy
24,759
+6,729
+37% +$153K 0.04% 198
2020
Q4 		$385K Buy
18,030
+13,149
+269% +$267K 0.03% 225
2020
Q3 		$90K Hold
4,881
– – 0.01% 321
2020
Q2 		$84K Hold
4,881
– – 0.01% 321
2020
Q1 		$73K Hold
4,881
– – 0.01% 305
2019
Q4 		$94K Hold
4,881
– – 0.01% 316
2019
Q3 		$89K Hold
4,881
– – 0.01% 319
2019
Q2 		$86K Buy
+4,881
New +$85.8K 0.01% 318
2017
Q2 		– Sell
-22,908
Closed -$339K – 734
2017
Q1 		$339K Buy
22,908
+450
+2% +$6.63K 0.04% 209
2016
Q4 		$326K Hold
22,458
– – 0.04% 211
2016
Q3 		$3.17K Hold
22,458
– – 0.04% 186
2016
Q2 		$310K Hold
22,458
– – 0.04% 216
2016
Q1 		$300K Hold
22,458
– – 0.04% 209
2015
Q4 		$289K Sell
22,458
-123
-0.5% -$1.58K 0.04% 217
2015
Q3 		$268K Sell
22,581
-600
-3% -$7.49K 0.04% 226
2015
Q2 		$296K Hold
23,181
– – 0.04% 232
2015
Q1 		$305K Buy
23,181
+3,801
+20% +$50.5K 0.04% 235
2014
Q4 		$257K Sell
19,380
-30
-0.2% -$393 0.03% 239
2014
Q3 		$249K Buy
19,410
+1,071
+6% +$13.8K 0.03% 250
2014
Q2 		$234K Buy
18,339
+57
+0.3% +$715 0.03% 263
2014
Q1 		$225K Buy
18,282
+1,038
+6% +$12.5K 0.03% 271
2013
Q4 		$211K Buy
+17,244
New +$204K 0.03% 258

Other funds holding SCHD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

Salem Investment Counselors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.7% in Q2 2026, selling an estimated $105K and leaving 34,832 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #221.

Salem Investment Counselors first reported a position in SCHD in Q4 2013 and has held it in 43 quarters since. The position peaked at $2.13M in Q3 2024. 1,063 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Salem Investment Counselors held 34,832 shares of Schwab US Dividend Equity ETF worth $1.1M as of Q2 2026.
  • Salem Investment Counselors sold 3,309 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $105K.
  • Schwab US Dividend Equity ETF made up 0.03% of Salem Investment Counselors's portfolio in Q2 2026, its #221 holding.
  • Salem Investment Counselors first reported a position in Schwab US Dividend Equity ETF in Q4 2013 and has held it in 43 quarters since.
  • Salem Investment Counselors's Schwab US Dividend Equity ETF position peaked at $2.13M in Q3 2024.
  • 1,063 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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