Principal Financial Group
SCHP icon

Principal Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Principal Financial Group’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-496,317
Closed -$13.1M – 2277
2025
Q4 		$13.1M Buy
496,317
+36,708
+8% +$985K 0.01% 1134
2025
Q3 		$12.4M Sell
459,609
-106,093
-19% -$2.84M 0.01% 1166
2025
Q2 		$15.1M Buy
565,702
+117,709
+26% +$3.11M 0.01% 1020
2025
Q1 		$12M Sell
447,993
-61,975
-12% -$1.63M 0.01% 1160
2024
Q4 		$13.2M Buy
509,968
+162,668
+47% +$4.28M 0.01% 1129
2024
Q3 		$9.31M Buy
347,300
+20,654
+6% +$545K 0.01% 1320
2024
Q2 		$8.49M Sell
326,646
-285,784
-47% -$7.39M 0.01% 1350
2024
Q1 		$16M Buy
612,430
+59,500
+11% +$1.54M 0.01% 1066
2023
Q4 		$14.4M Sell
552,930
-429,648
-44% -$10.9M 0.01% 1098
2023
Q3 		$24.8M Sell
982,578
-184,972
-16% -$4.77M 0.02% 697
2023
Q2 		$30.6M Sell
1,167,550
-37,088
-3% -$983K 0.02% 616
2023
Q1 		$32.3M Buy
1,204,638
+428,650
+55% +$11.3M 0.02% 591
2022
Q4 		$20.1M Sell
775,988
-649,512
-46% -$17M 0.02% 824
2022
Q3 		$36.9M Buy
+1,425,500
New +$39.6M 0.03% 485
2021
Q2 		– Sell
-9,652
Closed -$295K – 2639
2021
Q1 		$295K Buy
+9,652
New +$297K ﹤0.01% 2281

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Principal Financial Group's SCHP Position: Q1 2026 in Review

Principal Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q1 2026, closing a stake of 496,317 shares — an estimated $13.1M sold.

Principal Financial Group first reported a position in SCHP in Q1 2021 and held it in 15 quarters. The position peaked at $36.9M in Q3 2022. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

  • Principal Financial Group reported no remaining Schwab US TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 496,317 Schwab US TIPS ETF shares in Q1 2026, an estimated $13.1M.
  • Principal Financial Group first reported a position in Schwab US TIPS ETF in Q1 2021 and held it in 15 quarters.
  • Principal Financial Group's Schwab US TIPS ETF position peaked at $36.9M in Q3 2022.
  • 729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.