Principal Securities’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Principal Securities’s Portfolio SCHQ Stock Details SCHQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,395	Closed	-$110K	–	3128
2025 Q3	$110K	Buy	3,395 +428	+14%	+$13.6K	﹤0.01%	1555
2025 Q2	$94.6K	Sell	2,967 -179,626	-98%	-$5.66M	﹤0.01%	1568
2025 Q1	$5.74M	Hold	182,593	–	–	0.13%	148
2024 Q4	$5.74M	Sell	182,593 -1,164	-0.6%	-$38.4K	0.13%	146
2024 Q3	$6.43M	Sell	183,757 -10,503	-5%	-$361K	0.16%	126
2024 Q2	$6.37M	Buy	194,260 +4,786	+3%	+$156K	0.18%	105
2024 Q1	$6.39M	Buy	189,474 +20,996	+12%	+$708K	0.2%	99
2023 Q4	$5.91M	Buy	+168,478	New	+$5.43M	0.22%	96

Other funds holding SCHQ

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities's SCHQ Position: Q4 2025 in Review

Principal Securities sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q4 2025, closing a stake of 3,395 shares — an estimated $110K sold.

Principal Securities first reported a position in SCHQ in Q4 2023 and held it in 8 quarters. The position peaked at $6.43M in Q3 2024. 119 funds tracked by Wall St. Rank hold SCHQ as of Q4 2025.

Principal Securities reported no remaining Schwab Long-Term US Treasury ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 3,395 Schwab Long-Term US Treasury ETF shares in Q4 2025, an estimated $110K.
Principal Securities first reported a position in Schwab Long-Term US Treasury ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's Schwab Long-Term US Treasury ETF position peaked at $6.43M in Q3 2024.
119 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.