Salem Investment Counselors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Salem Investment Counselors’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-200	Closed	-$4.82K	–	1196
2024 Q1	$4.82K	Hold	200	–	–	﹤0.01%	934
2023 Q4	$4.84K	Sell	200 -200	-50%	-$4.8K	﹤0.01%	907
2023 Q3	$9.58K	Hold	400	–	–	﹤0.01%	800
2023 Q2	$9.61K	Hold	400	–	–	﹤0.01%	829
2023 Q1	$9.76K	Hold	400	–	–	﹤0.01%	820
2022 Q4	$9.65K	Buy	+400	New	+$9.64K	﹤0.01%	790

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Salem Investment Counselors's SCHO Position: Q2 2024 in Review

Salem Investment Counselors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2024, closing a stake of 200 shares — an estimated $4.82K sold.

Salem Investment Counselors first reported a position in SCHO in Q4 2022 and held it in 6 quarters. The position peaked at $9.76K in Q1 2023. 584 funds tracked by Wall St. Rank hold SCHO as of Q2 2024.

Salem Investment Counselors reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2024 after selling out during the quarter.
Salem Investment Counselors sold 200 Schwab Short-Term US Treasury ETF shares in Q2 2024, an estimated $4.82K.
Salem Investment Counselors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 6 quarters.
Salem Investment Counselors's Schwab Short-Term US Treasury ETF position peaked at $9.76K in Q1 2023.
584 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2024.

Based on Salem Investment Counselors's 13F filing for Q2 2024, filed 11 Jul 2024.