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

Salem Investment Counselors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.2M Buy
957,478
+17,423
+2% +$498K 0.7% 28
2026
Q1 		$24.1M Buy
940,055
+2,867
+0.3% +$76.9K 0.71% 28
2025
Q4 		$25.2M Sell
937,188
-4,127
-0.4% -$110K 0.71% 28
2025
Q3 		$24.8M Buy
941,315
+10,455
+1% +$265K 0.71% 27
2025
Q2 		$22.8M Buy
930,860
+5,176
+0.6% +$117K 0.72% 28
2025
Q1 		$20.4M Buy
925,684
+13,187
+1% +$307K 0.71% 29
2024
Q4 		$21.2M Sell
912,497
-21,448
-2% -$500K 0.69% 28
2024
Q3 		$21.1M Sell
933,945
-4,638
-0.5% -$101K 0.64% 31
2024
Q2 		$20.1M Sell
938,583
-1,857
-0.2% -$38.4K 0.65% 32
2024
Q1 		$19.5M Buy
940,440
+7,194
+0.8% +$142K 0.64% 29
2023
Q4 		$17.5M Buy
933,246
+10,716
+1% +$188K 0.6% 31
2023
Q3 		$15.6M Buy
922,530
+26,475
+3% +$464K 0.59% 29
2023
Q2 		$15.6M Buy
896,055
+22,425
+3% +$370K 0.57% 29
2023
Q1 		$14.1M Buy
873,630
+8,280
+1% +$130K 0.56% 30
2022
Q4 		$13M Buy
865,350
+34,464
+4% +$522K 0.56% 34
2022
Q3 		$11.7M Buy
830,886
+25,935
+3% +$407K 0.53% 32
2022
Q2 		$12M Buy
804,951
+47,253
+6% +$766K 0.55% 32
2022
Q1 		$13.6M Buy
757,698
+14,790
+2% +$262K 0.53% 34
2021
Q4 		$14.1M Buy
742,908
+10,566
+1% +$195K 0.49% 37
2021
Q3 		$12.7M Buy
732,342
+38,784
+6% +$692K 0.69% 34
2021
Q2 		$12M Buy
693,558
+40,020
+6% +$675K 0.66% 37
2021
Q1 		$10.5M Buy
653,538
+48,750
+8% +$764K 0.64% 41
2020
Q4 		$9.17M Buy
604,788
+14,484
+2% +$207K 0.6% 41
2020
Q3 		$7.93M Sell
590,304
-33,324
-5% -$443K 0.61% 42
2020
Q2 		$7.7M Sell
623,628
-1,254
-0.2% -$14.6K 0.65% 40
2020
Q1 		$6.38M Buy
624,882
+5,418
+0.9% +$65.8K 0.66% 38
2019
Q4 		$7.93M Buy
619,464
+6,258
+1% +$76.7K 0.66% 40
2019
Q3 		$7.25M Buy
613,206
+7,026
+1% +$82.8K 0.67% 41
2019
Q2 		$7.09M Buy
+606,180
New +$6.96M 0.65% 40
2017
Q2 		– Sell
-540,918
Closed -$5.05M – 740
2017
Q1 		$5.05M Buy
540,918
+17,682
+3% +$163K 0.54% 52
2016
Q4 		$4.64M Sell
523,236
-7,350
-1% -$63.8K 0.53% 53
2016
Q3 		$45.6K Buy
530,586
+8,022
+2% +$68.8K 0.6% 49
2016
Q2 		$4.33M Buy
522,564
+21,810
+4% +$179K 0.52% 55
2016
Q1 		$4.08M Buy
500,754
+29,460
+6% +$227K 0.5% 58
2015
Q4 		$3.81M Buy
471,294
+50,070
+12% +$408K 0.48% 58
2015
Q3 		$3.18M Buy
421,224
+42,468
+11% +$343K 0.42% 63
2015
Q2 		$3.11M Buy
378,756
+14,940
+4% +$125K 0.38% 70
2015
Q1 		$3.01M Buy
363,816
+43,410
+14% +$357K 0.36% 69
2014
Q4 		$2.62M Buy
320,406
+16,410
+5% +$131K 0.31% 80
2014
Q3 		$2.38M Buy
303,996
+15,810
+5% +$124K 0.29% 91
2014
Q2 		$2.25M Buy
288,186
+1,200
+0.4% +$9.09K 0.27% 97
2014
Q1 		$2.14M Buy
286,986
+11,520
+4% +$84.4K 0.26% 93
2013
Q4 		$2.02M Buy
275,466
+47,880
+21% +$337K 0.26% 93
2013
Q3 		$1.52M Buy
227,586
+18,300
+9% +$122K 0.21% 107
2013
Q2 		$1.33M Buy
+209,286
New +$1.34M 0.19% 108

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

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

Salem Investment Counselors increased its Schwab US Large- Cap ETF (SCHX) stake by 1.9% in Q2 2026, buying an estimated $498K and bringing the position to 957,478 shares worth $28.2M. The position accounts for 0.7% of the portfolio, ranked #28.

Salem Investment Counselors first reported a position in SCHX in Q2 2013 and has held it in 45 quarters since. 851 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Salem Investment Counselors held 957,478 shares of Schwab US Large- Cap ETF worth $28.2M as of Q2 2026.
  • Salem Investment Counselors bought 17,423 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $498K.
  • Schwab US Large- Cap ETF made up 0.7% of Salem Investment Counselors's portfolio in Q2 2026, its #28 holding.
  • Salem Investment Counselors first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 45 quarters since.
  • 851 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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