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

Principal Securities’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
2026
Q2 		$881K Buy
24,396
+3,809
+19% +$126K 0.01% 834
2026
Q1 		$599K Sell
20,587
-350
-2% -$10.5K 0.01% 906
2025
Q4 		$596K Sell
20,937
-314
-1% -$8.87K 0.01% 872
2025
Q3 		$593K Buy
21,251
+800
+4% +$21.4K 0.01% 848
2025
Q2 		$517K Buy
20,451
+1,132
+6% +$26.8K 0.01% 841
2025
Q1 		$500K Buy
19,319
+20
+0.1% +$510 0.01% 772
2024
Q4 		$499K Buy
19,299
+2,491
+15% +$66.3K 0.01% 769
2024
Q3 		$433K Buy
16,808
+908
+6% +$22.5K 0.01% 810
2024
Q2 		$377K Buy
15,900
+920
+6% +$21.8K 0.01% 804
2024
Q1 		$369K Sell
14,980
-428
-3% -$10K 0.01% 783
2023
Q4 		$364K Buy
+15,408
New +$325K 0.01% 731

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Principal Securities's SCHA Position: Q2 2026 in Review

Principal Securities increased its Schwab U.S Small- Cap ETF (SCHA) stake by 19% in Q2 2026, buying an estimated $126K and bringing the position to 24,396 shares worth $881K. The position accounts for 0.01% of the portfolio, ranked #834.

Principal Securities first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Principal Securities held 24,396 shares of Schwab U.S Small- Cap ETF worth $881K as of Q2 2026.
  • Principal Securities bought 3,809 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $126K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #834 holding.
  • Principal Securities first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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