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Salem Investment Counselors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Salem Investment Counselors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.8K Buy
2,499
+298
+14% +$6.9K ﹤0.01% 584
2026
Q1 		$51.1K Buy
+2,201
New +$51.5K ﹤0.01% 596
2025
Q4 		– Sell
-2,104
Closed -$49.4K – 994
2025
Q3 		$49.4K Buy
2,104
+28
+1% +$650 ﹤0.01% 599
2025
Q2 		$48.2K Buy
2,076
+72
+4% +$1.65K ﹤0.01% 591
2025
Q1 		$46.4K Sell
2,004
-52
-3% -$1.19K ﹤0.01% 586
2024
Q4 		$46.7K Buy
2,056
+22
+1% +$508 ﹤0.01% 589
2024
Q3 		$48.3K Buy
2,034
+116
+6% +$2.72K ﹤0.01% 586
2024
Q2 		$43.7K Sell
1,918
-2
-0.1% -$45 ﹤0.01% 587
2024
Q1 		$44.2K Buy
1,920
+44
+2% +$1.01K ﹤0.01% 578
2023
Q4 		$43.7K Buy
1,876
+26
+1% +$582 ﹤0.01% 563
2023
Q3 		$40.9K Sell
1,850
-354
-16% -$8.02K ﹤0.01% 553
2023
Q2 		$50.9K Buy
2,204
+346
+19% +$8.05K ﹤0.01% 516
2023
Q1 		$43.6K Buy
1,858
+38
+2% +$884 ﹤0.01% 551
2022
Q4 		$41.5K Sell
1,820
-118
-6% -$2.69K ﹤0.01% 548
2022
Q3 		$44K Buy
1,938
+26
+1% +$619 ﹤0.01% 499
2022
Q2 		$46K Buy
1,912
+120
+7% +$2.9K ﹤0.01% 519
2022
Q1 		$45K Buy
1,792
+24
+1% +$623 ﹤0.01% 528
2021
Q4 		$48K Buy
1,768
+30
+2% +$811 ﹤0.01% 569
2021
Q3 		$47K Buy
1,738
+26
+2% +$713 ﹤0.01% 514
2021
Q2 		$47K Buy
1,712
+1,584
+1,238% +$43K ﹤0.01% 492
2021
Q1 		$3K Hold
128
– – ﹤0.01% 789
2020
Q4 		$4K Buy
+128
New +$3.58K ﹤0.01% 723

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

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

Salem Investment Counselors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 14% in Q2 2026, buying an estimated $6.9K and bringing the position to 2,499 shares worth $57.8K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Salem Investment Counselors first reported a position in SCHZ in Q4 2020 and has held it in 22 quarters since. 353 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Salem Investment Counselors held 2,499 shares of Schwab US Aggregate Bond ETF worth $57.8K as of Q2 2026.
  • Salem Investment Counselors bought 298 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $6.9K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #584 holding.
  • Salem Investment Counselors first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 353 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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