Principal Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Principal Financial Group’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-44,946	Closed	-$1.07M	–	2382
2024 Q2	$1.07M	Buy	44,946 +9,102	+25%	+$216K	﹤0.01%	1852
2024 Q1	$882K	Buy	35,844 +8,706	+32%	+$204K	﹤0.01%	1883
2023 Q4	$641K	Buy	27,138 +2,672	+11%	+$56.3K	﹤0.01%	1907
2023 Q3	$507K	Buy	24,466 +4,276	+21%	+$93.8K	﹤0.01%	1947
2023 Q2	$442K	Buy	20,190 +10,410	+106%	+$217K	﹤0.01%	1981
2023 Q1	$205K	Buy	+9,780	New	+$210K	﹤0.01%	2178
2019 Q1	–	Sell	-18,124	Closed	-$275K	–	2236
2018 Q4	$275K	Buy	+18,124	New	+$306K	﹤0.01%	2051

Other funds holding SCHA

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Financial Group's SCHA Position: Q3 2024 in Review

Principal Financial Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2024, closing a stake of 44,946 shares — an estimated $1.07M sold.

Principal Financial Group first reported a position in SCHA in Q4 2018 and held it in 7 quarters. The position peaked at $1.07M in Q2 2024. 1,068 funds tracked by Wall St. Rank hold SCHA as of Q3 2024.

Principal Financial Group reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2024 after selling out during the quarter.
Principal Financial Group sold 44,946 Schwab U.S Small- Cap ETF shares in Q3 2024, an estimated $1.07M.
Principal Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and held it in 7 quarters.
Principal Financial Group's Schwab U.S Small- Cap ETF position peaked at $1.07M in Q2 2024.
1,068 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.