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Principal Securities’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Principal Securities’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$682K Sell
18,490
-43
-0.2% -$1.48K 0.01% 938
2026
Q1 		$574K Sell
18,533
-709
-4% -$22.6K 0.01% 921
2025
Q4 		$579K Sell
19,242
-113
-0.6% -$3.37K 0.01% 888
2025
Q3 		$574K Sell
19,355
-2,331
-11% -$67.9K 0.01% 865
2025
Q2 		$608K Sell
21,686
-925
-4% -$24.4K 0.01% 781
2025
Q1 		$627K Buy
22,611
+48
+0.2% +$1.34K 0.01% 696
2024
Q4 		$625K Sell
22,563
-1,794
-7% -$51.1K 0.01% 691
2024
Q3 		$675K Buy
24,357
+1,431
+6% +$38.1K 0.02% 660
2024
Q2 		$595K Sell
22,926
-6,951
-23% -$182K 0.02% 640
2024
Q1 		$811K Buy
29,877
+3,852
+15% +$98.3K 0.03% 507
2023
Q4 		$653K Buy
+26,025
New +$596K 0.02% 517

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Principal Securities's SCHM Position: Q2 2026 in Review

Principal Securities reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.23% in Q2 2026, selling an estimated $1.48K and leaving 18,490 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #938.

Principal Securities first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $811K in Q1 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Principal Securities held 18,490 shares of Schwab US Mid-Cap ETF worth $682K as of Q2 2026.
  • Principal Securities sold 43 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.48K.
  • Schwab US Mid-Cap ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #938 holding.
  • Principal Securities first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Schwab US Mid-Cap ETF position peaked at $811K in Q1 2024.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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