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 Q2	$52.4M	Buy	1,978,213 +29,143	+1%	+$778K	0.63%	28
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 $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Principal Securities's SCHP Position: Q2 2026 in Review

Principal Securities increased its Schwab US TIPS ETF (SCHP) stake by 1.5% in Q2 2026, buying an estimated $778K and bringing the position to 1,978,213 shares worth $52.4M. The position accounts for 0.63% of the portfolio, ranked #28.

Principal Securities first reported a position in SCHP in Q4 2023 and has held it in 11 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Principal Securities held 1,978,213 shares of Schwab US TIPS ETF worth $52.4M as of Q2 2026.
Principal Securities bought 29,143 Schwab US TIPS ETF shares in Q2 2026, an estimated $778K.
Schwab US TIPS ETF made up 0.63% of Principal Securities's portfolio in Q2 2026, its #28 holding.
Principal Securities first reported a position in Schwab US TIPS ETF in Q4 2023 and has held it in 11 quarters since.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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