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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
Q2 		$5.99M Sell
248,054
-961
-0.4% -$23.2K 0.07% 248
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 SCHO Position: Q2 2026 in Review

Principal Securities reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 0.39% in Q2 2026, selling an estimated $23.2K and leaving 248,054 shares worth $5.99M. The position accounts for 0.07% of the portfolio, ranked #248.

Principal Securities first reported a position in SCHO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.04M in Q1 2026. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Principal Securities held 248,054 shares of Schwab Short-Term US Treasury ETF worth $5.99M as of Q2 2026.
  • Principal Securities sold 961 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $23.2K.
  • Schwab Short-Term US Treasury ETF made up 0.07% of Principal Securities's portfolio in Q2 2026, its #248 holding.
  • Principal Securities first reported a position in Schwab Short-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Schwab Short-Term US Treasury ETF position peaked at $6.04M in Q1 2026.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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