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Principal Securities’s Schwab US Broad Market ETF SCHB Stock Holding History

Principal Securities’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Buy
48,688
+3,518
+8% +$98.5K 0.02% 667
2026
Q1 		$1.13M Buy
45,170
+15,619
+53% +$410K 0.02% 687
2025
Q4 		$775K Buy
29,551
+10,803
+58% +$281K 0.01% 777
2025
Q3 		$482K Buy
18,748
+11,391
+155% +$282K 0.01% 922
2025
Q2 		$175K Buy
7,357
+4,942
+205% +$109K ﹤0.01% 1284
2025
Q1 		$54.8K Hold
2,415
– – ﹤0.01% 1719
2024
Q4 		$54.8K Buy
2,415
+315
+15% +$7.2K ﹤0.01% 1718
2024
Q3 		$46.6K Sell
2,100
-1,755
-46% -$37.5K ﹤0.01% 1722
2024
Q2 		$80.8K Buy
3,855
+252
+7% +$5.11K ﹤0.01% 1408
2024
Q1 		$73.3K Buy
3,603
+1,131
+46% +$21.9K ﹤0.01% 1397
2023
Q4 		$45.9K Buy
+2,472
New +$42.7K ﹤0.01% 1530

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Principal Securities's SCHB Position: Q2 2026 in Review

Principal Securities increased its Schwab US Broad Market ETF (SCHB) stake by 7.8% in Q2 2026, buying an estimated $98.5K and bringing the position to 48,688 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #667.

Principal Securities first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Principal Securities held 48,688 shares of Schwab US Broad Market ETF worth $1.41M as of Q2 2026.
  • Principal Securities bought 3,518 Schwab US Broad Market ETF shares in Q2 2026, an estimated $98.5K.
  • Schwab US Broad Market ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #667 holding.
  • Principal Securities first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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