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Principal Securities’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Principal Securities’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$549K Buy
24,247
+2,104
+10% +$47.6K 0.01% 1035
2026
Q1 		$502K Buy
22,143
+5,908
+36% +$136K 0.01% 986
2025
Q4 		$373K Buy
16,235
+6,829
+73% +$157K 0.01% 1048
2025
Q3 		$217K Buy
9,406
+4,989
+113% +$114K ﹤0.01% 1252
2025
Q2 		$101K Sell
4,417
-2,823
-39% -$63K ﹤0.01% 1540
2025
Q1 		$160K Hold
7,240
– – ﹤0.01% 1227
2024
Q4 		$160K Buy
7,240
+2,804
+63% +$63K ﹤0.01% 1225
2024
Q3 		$102K Buy
4,436
+2,912
+191% +$66K ﹤0.01% 1387
2024
Q2 		$33.6K Hold
1,524
– – ﹤0.01% 1808
2024
Q1 		$33.9K Buy
1,524
+772
+103% +$17.1K ﹤0.01% 1737
2023
Q4 		$16.9K Buy
+752
New +$16.1K ﹤0.01% 2014

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Principal Securities's SCHI Position: Q2 2026 in Review

Principal Securities increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 9.5% in Q2 2026, buying an estimated $47.6K and bringing the position to 24,247 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #1035.

Principal Securities first reported a position in SCHI in Q4 2023 and has held it in 11 quarters since. 268 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Principal Securities held 24,247 shares of Schwab 5-10 Year Corporate Bond ETF worth $549K as of Q2 2026.
  • Principal Securities bought 2,104 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $47.6K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1035 holding.
  • Principal Securities first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

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