Principal Securities’s Schwab US TIPS ETF SCHP Stock Holding History

Principal Securities’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$51.9M	Buy	1,949,070 +366,612	+23%	+$9.78M	0.76%	25
2025 Q4	$41.9M	Buy	1,582,458 +81,422	+5%	+$2.18M	0.65%	30
2025 Q3	$40.5M	Buy	1,501,036 +87,632	+6%	+$2.35M	0.67%	29
2025 Q2	$37.7M	Buy	1,413,404 +55,519	+4%	+$1.47M	0.71%	26
2025 Q1	$35.1M	Buy	1,357,885 +2,438	+0.2%	+$64.1K	0.78%	23
2024 Q4	$35M	Buy	1,355,447 +1,275,965	+1,605%	+$33.5M	0.79%	23
2024 Q3	$2.13M	Buy	79,482 +11,516	+17%	+$304K	0.05%	322
2024 Q2	$1.77M	Sell	67,966 -5,968	-8%	-$154K	0.05%	328
2024 Q1	$1.93M	Sell	73,934 -4,960	-6%	-$129K	0.06%	279
2023 Q4	$2.06M	Buy	+78,894	New	+$2.01M	0.08%	243

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

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

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

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Principal Securities's SCHP Position: Q1 2026 in Review

Principal Securities increased its Schwab US TIPS ETF (SCHP) stake by 23% in Q1 2026, buying an estimated $9.78M and bringing the position to 1,949,070 shares worth $51.9M. The position accounts for 0.76% of the portfolio, ranked #25.

Principal Securities first reported a position in SCHP in Q4 2023 and has held it in 10 quarters since. 729 funds tracked by Wall St. Rank hold SCHP as of Q1 2026.

Principal Securities held 1,949,070 shares of Schwab US TIPS ETF worth $51.9M as of Q1 2026.
Principal Securities bought 366,612 Schwab US TIPS ETF shares in Q1 2026, an estimated $9.78M.
Schwab US TIPS ETF made up 0.76% of Principal Securities's portfolio in Q1 2026, its #25 holding.
Principal Securities first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 10 quarters since.
729 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q1 2026.

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