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Principal Securities’s Schwab US REIT ETF SCHH Stock Holding History

Principal Securities’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.4M Buy
733,151
+52,181
+8% +$1.22M 0.21% 89
2026
Q1 		$14.6M Buy
680,970
+42,195
+7% +$925K 0.21% 93
2025
Q4 		$13.3M Buy
638,775
+49,554
+8% +$1.05M 0.21% 92
2025
Q3 		$12.7M Buy
589,221
+95,923
+19% +$2.05M 0.21% 92
2025
Q2 		$10.4M Buy
493,298
+49,691
+11% +$1.04M 0.2% 101
2025
Q1 		$9.34M Buy
443,607
+4,692
+1% +$100K 0.21% 99
2024
Q4 		$9.24M Buy
438,915
+12,930
+3% +$289K 0.21% 98
2024
Q3 		$9.87M Buy
425,985
+339,026
+390% +$7.42M 0.24% 85
2024
Q2 		$1.74M Sell
86,959
-7,038
-7% -$137K 0.05% 332
2024
Q1 		$1.91M Sell
93,997
-1,757
-2% -$35.2K 0.06% 283
2023
Q4 		$1.98M Buy
+95,754
New +$1.78M 0.07% 252

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Principal Securities's SCHH Position: Q2 2026 in Review

Principal Securities increased its Schwab US REIT ETF (SCHH) stake by 7.7% in Q2 2026, buying an estimated $1.22M and bringing the position to 733,151 shares worth $17.4M. The position accounts for 0.21% of the portfolio, ranked #89.

Principal Securities first reported a position in SCHH in Q4 2023 and has held it in 11 quarters since. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Principal Securities held 733,151 shares of Schwab US REIT ETF worth $17.4M as of Q2 2026.
  • Principal Securities bought 52,181 Schwab US REIT ETF shares in Q2 2026, an estimated $1.22M.
  • Schwab US REIT ETF made up 0.21% of Principal Securities's portfolio in Q2 2026, its #89 holding.
  • Principal Securities first reported a position in Schwab US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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