Principal Financial Group
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Principal Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Principal Financial Group’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 		$447K Sell
15,176
-625
-4% -$17.8K ﹤0.01% 2018
2026
Q1 		$405K Sell
15,801
-182
-1% -$4.88K ﹤0.01% 2040
2025
Q4 		$430K Sell
15,983
-250
-2% -$6.68K ﹤0.01% 2057
2025
Q3 		$430K Sell
16,233
-301
-2% -$7.64K ﹤0.01% 2073
2025
Q2 		$404K Sell
16,534
-658
-4% -$14.9K ﹤0.01% 2022
2025
Q1 		$380K Sell
17,192
-6,686
-28% -$156K ﹤0.01% 1966
2024
Q4 		$553K Sell
23,878
-14
-0.1% -$326 ﹤0.01% 1948
2024
Q3 		$540K Hold
23,892
– – ﹤0.01% 1934
2024
Q2 		$512K Buy
23,892
+17,862
+296% +$369K ﹤0.01% 1949
2024
Q1 		$494K Sell
6,030
-17,862
-75% -$352K ﹤0.01% 1986
2023
Q4 		$449K Sell
23,892
-264
-1% -$4.64K ﹤0.01% 1973
2023
Q3 		$414K Hold
24,156
– – ﹤0.01% 1992
2023
Q2 		$422K Hold
24,156
– – ﹤0.01% 1991
2023
Q1 		$389K Hold
24,156
– – ﹤0.01% 2031
2022
Q4 		$364K Hold
24,156
– – ﹤0.01% 2055
2022
Q3 		$341K Hold
24,156
– – ﹤0.01% 2047
2022
Q2 		$360K Hold
24,156
– – ﹤0.01% 2141
2022
Q1 		$434K Buy
+24,156
New +$428K ﹤0.01% 2151
2020
Q1 		– Sell
-26,940
Closed -$345K – 2245
2019
Q4 		$345K Buy
26,940
+246
+0.9% +$3.02K ﹤0.01% 2025
2019
Q3 		$316K Sell
26,694
-3,840
-13% -$45.3K ﹤0.01% 2044
2019
Q2 		$357K Sell
30,534
-36
-0.1% -$414 ﹤0.01% 2028
2019
Q1 		$344K Buy
30,570
+138
+0.5% +$1.5K ﹤0.01% 2008
2018
Q4 		$303K Buy
+30,432
New +$327K ﹤0.01% 2025

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Principal Financial Group's SCHX Position: Q2 2026 in Review

Principal Financial Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 4% in Q2 2026, selling an estimated $17.8K and leaving 15,176 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Principal Financial Group first reported a position in SCHX in Q4 2018 and has held it in 23 quarters since. The position peaked at $553K in Q4 2024. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Principal Financial Group held 15,176 shares of Schwab US Large- Cap ETF worth $447K as of Q2 2026.
  • Principal Financial Group sold 625 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $17.8K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2018 holding.
  • Principal Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 23 quarters since.
  • Principal Financial Group's Schwab US Large- Cap ETF position peaked at $553K in Q4 2024.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.