PS
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Principal Securities’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Principal Securities’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12M Buy
364,570
+114,715
+46% +$3.92M 0.18% 111
2025
Q4 		$8.18M Buy
249,855
+88,898
+55% +$2.96M 0.13% 157
2025
Q3 		$5.37M Buy
160,957
+79,250
+97% +$2.5M 0.09% 214
2025
Q2 		$2.46M Buy
81,707
+60,271
+281% +$1.71M 0.05% 350
2025
Q1 		$571K Buy
21,436
+22
+0.1% +$602 0.01% 725
2024
Q4 		$570K Sell
21,414
-2,063
-9% -$58.2K 0.01% 725
2024
Q3 		$685K Sell
23,477
-495
-2% -$13.4K 0.02% 654
2024
Q2 		$637K Buy
23,972
+13,862
+137% +$361K 0.02% 622
2024
Q1 		$255K Buy
10,110
+2,830
+39% +$69.5K 0.01% 922
2023
Q4 		$180K Buy
+7,280
New +$175K 0.01% 967

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return