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Principal Securities’s Schwab 1000 Index ETF SCHK Stock Holding History

Principal Securities’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-32
Closed -$1.03K – 3127
2025
Q3 		$1.03K Hold
32
– – ﹤0.01% 3400
2025
Q2 		$954 Hold
32
– – ﹤0.01% 3350
2025
Q1 		$906 Hold
32
– – ﹤0.01% 3237
2024
Q4 		$906 Buy
+32
New +$911 ﹤0.01% 3230

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Principal Securities's SCHK Position: Q4 2025 in Review

Principal Securities sold out of Schwab 1000 Index ETF (SCHK) in Q4 2025, closing a stake of 32 shares — an estimated $1.03K sold.

Principal Securities first reported a position in SCHK in Q4 2024 and held it in 4 quarters. The position peaked at $1.03K in Q3 2025. 234 funds tracked by Wall St. Rank hold SCHK as of Q4 2025.

  • Principal Securities reported no remaining Schwab 1000 Index ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 32 Schwab 1000 Index ETF shares in Q4 2025, an estimated $1.03K.
  • Principal Securities first reported a position in Schwab 1000 Index ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's Schwab 1000 Index ETF position peaked at $1.03K in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.