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Salem Investment Counselors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Salem Investment Counselors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$479K Sell
14,168
-29
-0.2% -$961 0.01% 306
2026
Q1 		$414K Buy
14,197
+4,689
+49% +$146K 0.01% 297
2025
Q4 		$310K Buy
9,508
+1,929
+25% +$62.7K 0.01% 333
2025
Q3 		$242K Buy
7,579
+1,358
+22% +$41.4K 0.01% 352
2025
Q2 		$182K Buy
6,221
+675
+12% +$17.8K 0.01% 376
2025
Q1 		$139K Buy
5,546
+59
+1% +$1.62K ﹤0.01% 397
2024
Q4 		$153K Buy
5,487
+1,867
+52% +$51.1K 0.01% 397
2024
Q3 		$94.3K Buy
3,620
+192
+6% +$4.83K ﹤0.01% 463
2024
Q2 		$86.4K Buy
3,428
+748
+28% +$17.6K ﹤0.01% 468
2024
Q1 		$62.1K Hold
2,680
– – ﹤0.01% 518
2023
Q4 		$55.6K Buy
2,680
+860
+47% +$16.6K ﹤0.01% 522
2023
Q3 		$33.1K Hold
1,820
– – ﹤0.01% 600
2023
Q2 		$34.1K Buy
1,820
+880
+94% +$15.1K ﹤0.01% 589
2023
Q1 		$15.3K Buy
940
+140
+18% +$2.13K ﹤0.01% 739
2022
Q4 		$11.1K Hold
800
– – ﹤0.01% 757
2022
Q3 		$11K Hold
800
– – ﹤0.01% 744
2022
Q2 		$12K Hold
800
– – ﹤0.01% 758
2022
Q1 		$15K Hold
800
– – ﹤0.01% 693
2021
Q4 		$16K Hold
800
– – ﹤0.01% 749
2021
Q3 		$15K Hold
800
– – ﹤0.01% 702
2021
Q2 		$15K Hold
800
– – ﹤0.01% 676
2021
Q1 		$13K Hold
800
– – ﹤0.01% 652
2020
Q4 		$13K Buy
+800
New +$12.1K ﹤0.01% 624

Other funds holding SCHG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Salem Investment Counselors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.2% in Q2 2026, selling an estimated $961 and leaving 14,168 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #306.

Salem Investment Counselors first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. 883 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Salem Investment Counselors held 14,168 shares of Schwab US Large-Cap Growth ETF worth $479K as of Q2 2026.
  • Salem Investment Counselors sold 29 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $961.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #306 holding.
  • Salem Investment Counselors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 883 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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