PS
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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
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 $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return