SIC
SCHV

Salem Investment Counselors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Salem Investment Counselors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$236K Hold
6,765
– – 0.01% 385
2026
Q1 		$206K Hold
6,765
– – 0.01% 380
2025
Q4 		$200K Hold
6,765
– – 0.01% 379
2025
Q3 		$197K Sell
6,765
-1,353
-17% -$38.4K 0.01% 370
2025
Q2 		$225K Sell
8,118
-50
-0.6% -$1.31K 0.01% 356
2025
Q1 		$217K Hold
8,168
– – 0.01% 345
2024
Q4 		$213K Sell
8,168
-205
-2% -$5.53K 0.01% 357
2024
Q3 		$224K Sell
8,373
-270
-3% -$6.94K 0.01% 352
2024
Q2 		$214K Hold
8,643
– – 0.01% 352
2024
Q1 		$219K Hold
8,643
– – 0.01% 347
2023
Q4 		$202K Hold
8,643
– – 0.01% 343
2023
Q3 		$186K Hold
8,643
– – 0.01% 345
2023
Q2 		$193K Hold
8,643
– – 0.01% 332
2023
Q1 		$189K Hold
8,643
– – 0.01% 347
2022
Q4 		$190K Hold
8,643
– – 0.01% 334
2022
Q3 		$169K Buy
8,643
+1,203
+16% +$25.9K 0.01% 326
2022
Q2 		$155K Hold
7,440
– – 0.01% 363
2022
Q1 		$177K Hold
7,440
– – 0.01% 352
2021
Q4 		$182K Hold
7,440
– – 0.01% 381
2021
Q3 		$167K Hold
7,440
– – 0.01% 358
2021
Q2 		$170K Buy
7,440
+1,275
+21% +$28.9K 0.01% 345
2021
Q1 		$134K Buy
6,165
+1,350
+28% +$28.1K 0.01% 334
2020
Q4 		$96K Hold
4,815
– – 0.01% 355
2020
Q3 		$84K Hold
4,815
– – 0.01% 331
2020
Q2 		$80K Hold
4,815
– – 0.01% 330
2020
Q1 		$71K Sell
4,815
-3,000
-38% -$55K 0.01% 306
2019
Q4 		$157K Hold
7,815
– – 0.01% 261
2019
Q3 		$148K Hold
7,815
– – 0.01% 265
2019
Q2 		$146K Buy
+7,815
New +$144K 0.01% 268
2017
Q2 		– Sell
-9,543
Closed -$157K – 739
2017
Q1 		$157K Buy
9,543
+3,543
+59% +$58.2K 0.02% 254
2016
Q4 		$96K Hold
6,000
– – 0.01% 301
2016
Q3 		$911 Buy
+6,000
New +$91.5K 0.01% 269

Other funds holding SCHV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Salem Investment Counselors held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 6,765 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #385.

Salem Investment Counselors first reported a position in SCHV in Q3 2016 and has held it in 32 quarters since. 506 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Salem Investment Counselors held 6,765 shares of Schwab US Large-Cap Value ETF worth $236K as of Q2 2026.
  • Salem Investment Counselors left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #385 holding.
  • Salem Investment Counselors first reported a position in Schwab US Large-Cap Value ETF in Q3 2016 and has held it in 32 quarters since.
  • 506 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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