Position in SCHW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,300,383
-$89,622 QoQ
Shares Held
24,931
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#892
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SALEM INVESTMENT COUNSELORS INC holds $15,578,927 across 15 Capital Markets names. SCHW ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,558 | $6,632,564 | |
| 2 | MS |
Morgan Stanley
|
31,273 | $6,537,307 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
24,931 | $2,300,383 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
300 | $30,084 | |
| 5 | EVR |
Evercore Inc.
|
75 | $25,608 | |
| 6 | SF |
Stifel Financial Corp
|
225 | $15,698 | |
| 7 | PIPR |
Piper Sandler Companies
|
208 | $15,046 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
225 | $14,091 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,300,383 | 24,931 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,390,005 | 25,431 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,546,206 | 25,485 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,449,855 | 25,661 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,361,382 | 25,881 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,025,573 | 25,876 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,911,086 | 25,822 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,699,901 | 26,229 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,932,815 | 26,229 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,882,937 | 26,029 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,823,475 | 26,504 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,403,189 | 25,559 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $1,449,817 | 25,579 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $648,097 | 12,373 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $942,752 | 11,323 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $815,796 | 11,351 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $673,435 | 10,659 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $795,380 | 9,434 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $793,399 | 9,434 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $687,172 | 9,434 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $686,889 | 9,434 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $614,908 | 9,434 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $499,371 | 9,415 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $14,745 | 407 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $44,941 | 1,332 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $44,781 | 1,332 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||