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Salem Investment Counselors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Salem Investment Counselors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.7M Sell
642,681
-3,179
-0.5% -$109K 0.59% 32
2026
Q1 		$20M Buy
645,860
+10,864
+2% +$346K 0.59% 35
2025
Q4 		$19.1M Buy
634,996
+443
+0.1% +$13.2K 0.54% 40
2025
Q3 		$18.8M Buy
634,553
+6,298
+1% +$183K 0.54% 39
2025
Q2 		$17.6M Sell
628,255
-38,951
-6% -$1.03M 0.56% 40
2025
Q1 		$17.5M Sell
667,206
-7,241
-1% -$202K 0.61% 36
2024
Q4 		$18.7M Sell
674,447
-44,293
-6% -$1.26M 0.61% 33
2024
Q3 		$19.9M Sell
718,740
-4,641
-0.6% -$123K 0.6% 32
2024
Q2 		$18.8M Sell
723,381
-29,217
-4% -$764K 0.61% 33
2024
Q1 		$20.4M Sell
752,598
-6,330
-0.8% -$161K 0.67% 27
2023
Q4 		$19.1M Sell
758,928
-20,427
-3% -$468K 0.65% 25
2023
Q3 		$17.6M Buy
779,355
+585
+0.1% +$13.9K 0.67% 24
2023
Q2 		$18.4M Sell
778,770
-117
-0% -$2.64K 0.67% 24
2023
Q1 		$17.6M Sell
778,887
-38,097
-5% -$877K 0.71% 25
2022
Q4 		$17.9M Buy
816,984
+1,860
+0.2% +$40.8K 0.76% 24
2022
Q3 		$16.4M Sell
815,124
-3,450
-0.4% -$77K 0.75% 25
2022
Q2 		$17.1M Sell
818,574
-48,024
-6% -$1.11M 0.78% 25
2022
Q1 		$21.9M Buy
866,598
+50,499
+6% +$1.27M 0.86% 19
2021
Q4 		$21.9M Buy
816,099
+8,952
+1% +$239K 0.76% 21
2021
Q3 		$20.6M Buy
807,147
+29,742
+4% +$777K 1.13% 18
2021
Q2 		$20.3M Buy
777,405
+18,729
+2% +$484K 1.12% 18
2021
Q1 		$18.8M Buy
758,676
+38,646
+5% +$938K 1.15% 18
2020
Q4 		$16.4M Buy
720,030
+3,048
+0.4% +$63.6K 1.08% 22
2020
Q3 		$13.3M Sell
716,982
-15,633
-2% -$290K 1.01% 25
2020
Q2 		$12.8M Buy
732,615
+678
+0.1% +$11.1K 1.09% 22
2020
Q1 		$10.3M Sell
731,937
-6,684
-0.9% -$122K 1.06% 22
2019
Q4 		$14.8M Buy
738,621
+4,863
+0.7% +$94.2K 1.23% 22
2019
Q3 		$13.8M Buy
733,758
+6,117
+0.8% +$116K 1.27% 21
2019
Q2 		$13.8M Buy
+727,641
New +$13.6M 1.28% 21
2017
Q2 		– Sell
-739,230
Closed -$11.6M – 737
2017
Q1 		$11.6M Buy
739,230
+1,050
+0.1% +$16.4K 1.24% 25
2016
Q4 		$11.1M Buy
+738,180
New +$10.8M 1.27% 27
2016
Q3 		– Sell
-719,403
Closed -$10.1M – 541
2016
Q2 		$10.1M Buy
719,403
+9,180
+1% +$127K 1.21% 27
2016
Q1 		$9.61M Buy
710,223
+9,090
+1% +$115K 1.19% 28
2015
Q4 		$9.37M Buy
701,133
+17,988
+3% +$244K 1.18% 23
2015
Q3 		$8.78M Buy
683,145
+9,630
+1% +$134K 1.15% 25
2015
Q2 		$9.57M Buy
673,515
+7,281
+1% +$105K 1.16% 24
2015
Q1 		$9.58M Buy
666,234
+27,804
+4% +$388K 1.14% 24
2014
Q4 		$8.66M Buy
638,430
+1,122
+0.2% +$14.8K 1.03% 31
2014
Q3 		$8.22M Buy
637,308
+9,999
+2% +$132K 0.99% 30
2014
Q2 		$8.41M Sell
627,309
-8,619
-1% -$111K 1.02% 26
2014
Q1 		$8.18M Buy
635,928
+55,101
+9% +$695K 1.01% 26
2013
Q4 		$7.25M Buy
580,827
+45,150
+8% +$542K 0.94% 29
2013
Q3 		$6.18M Buy
535,677
+21,612
+4% +$244K 0.86% 34
2013
Q2 		$5.48M Buy
+514,065
New +$5.48M 0.79% 41

Other funds holding SCHM

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

Salem Investment Counselors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.49% in Q2 2026, selling an estimated $109K and leaving 642,681 shares worth $23.7M. The position accounts for 0.59% of the portfolio, ranked #32.

Salem Investment Counselors first reported a position in SCHM in Q2 2013 and has held it in 44 quarters since. 519 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Salem Investment Counselors held 642,681 shares of Schwab US Mid-Cap ETF worth $23.7M as of Q2 2026.
  • Salem Investment Counselors sold 3,179 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $109K.
  • Schwab US Mid-Cap ETF made up 0.59% of Salem Investment Counselors's portfolio in Q2 2026, its #32 holding.
  • Salem Investment Counselors first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 44 quarters since.
  • 519 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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