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Salem Investment Counselors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Salem Investment Counselors’s Portfolio SCHJ Stock Details SCHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,223
Closed -$55.1K – 1250
2025
Q2 		$55.1K Hold
2,223
– – ﹤0.01% 564
2025
Q1 		$54.8K Hold
2,223
– – ﹤0.01% 560
2024
Q4 		$54.2K Buy
+2,223
New +$54.5K ﹤0.01% 565

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Salem Investment Counselors's SCHJ Position: Q3 2025 in Review

Salem Investment Counselors sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q3 2025, closing a stake of 2,223 shares — an estimated $55.1K sold.

Salem Investment Counselors first reported a position in SCHJ in Q4 2024 and held it in 3 quarters. The position peaked at $55.1K in Q2 2025. 113 funds tracked by Wall St. Rank hold SCHJ as of Q3 2025.

  • Salem Investment Counselors reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 2,223 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2025, an estimated $55.1K.
  • Salem Investment Counselors first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Salem Investment Counselors's Schwab 1-5 Year Corporate Bond ETF position peaked at $55.1K in Q2 2025.
  • 113 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2025.

Based on Salem Investment Counselors's 13F filing for Q3 2025, filed 7 Oct 2025.