Principal Securities’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Principal Securities’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.04M	Buy	249,015 +18,451	+8%	+$449K	0.09%	213
2025 Q4	$5.62M	Buy	230,564 +16,535	+8%	+$403K	0.09%	220
2025 Q3	$5.22M	Buy	214,029 +14,763	+7%	+$359K	0.09%	222
2025 Q2	$4.86M	Buy	199,266 +128,413	+181%	+$3.12M	0.09%	214
2025 Q1	$1.7M	Hold	70,853	–	–	0.04%	410
2024 Q4	$1.7M	Sell	70,853 -10,901	-13%	-$264K	0.04%	407
2024 Q3	$2M	Buy	81,754 +2,298	+3%	+$55.9K	0.05%	347
2024 Q2	$1.91M	Buy	79,456 +23,058	+41%	+$553K	0.05%	311
2024 Q1	$1.36M	Buy	56,398 +9,784	+21%	+$236K	0.04%	373
2023 Q4	$1.13M	Buy	+46,614	New	+$1.12M	0.04%	378

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Securities's SCHO Position: Q1 2026 in Review

Principal Securities increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 8% in Q1 2026, buying an estimated $449K and bringing the position to 249,015 shares worth $6.04M. The position accounts for 0.09% of the portfolio, ranked #213.

Principal Securities first reported a position in SCHO in Q4 2023 and has held it in 10 quarters since. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Principal Securities held 249,015 shares of Schwab Short-Term US Treasury ETF worth $6.04M as of Q1 2026.
Principal Securities bought 18,451 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $449K.
Schwab Short-Term US Treasury ETF made up 0.09% of Principal Securities's portfolio in Q1 2026, its #213 holding.
Principal Securities first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.