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Salem Investment Counselors’s Schwab US REIT ETF SCHH Stock Holding History

Salem Investment Counselors’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-170
Closed -$3.58K – 1257
2024
Q4 		$3.58K Buy
+170
New +$3.8K ﹤0.01% 962
2023
Q1 		– Sell
-114
Closed -$2.2K – 1156
2022
Q4 		$2.2K Buy
+114
New +$2.19K ﹤0.01% 945

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Salem Investment Counselors's SCHH Position: Q1 2025 in Review

Salem Investment Counselors sold out of Schwab US REIT ETF (SCHH) in Q1 2025, closing a stake of 170 shares — an estimated $3.58K sold.

Salem Investment Counselors first reported a position in SCHH in Q4 2022 and held it in 2 quarters. The position peaked at $3.58K in Q4 2024. 507 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

  • Salem Investment Counselors reported no remaining Schwab US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 170 Schwab US REIT ETF shares in Q1 2025, an estimated $3.58K.
  • Salem Investment Counselors first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 2 quarters.
  • Salem Investment Counselors's Schwab US REIT ETF position peaked at $3.58K in Q4 2024.
  • 507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

Based on Salem Investment Counselors's 13F filing for Q1 2025, filed 16 Apr 2025.