Principal Securities’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Principal Securities’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.54M	Buy	101,926 +7,473	+8%	+$187K	0.04%	416
2025 Q4	$2.37M	Buy	94,453 +6,646	+8%	+$167K	0.04%	422
2025 Q3	$2.21M	Buy	87,807 +5,503	+7%	+$138K	0.04%	424
2025 Q2	$2.06M	Sell	82,304 -662	-0.8%	-$16.4K	0.04%	403
2025 Q1	$2.02M	Hold	82,966	–	–	0.05%	359
2024 Q4	$2.02M	Buy	82,966 +15,804	+24%	+$389K	0.05%	355
2024 Q3	$1.7M	Buy	67,162 +4,978	+8%	+$124K	0.04%	394
2024 Q2	$1.52M	Buy	62,184 +21,624	+53%	+$524K	0.04%	374
2024 Q1	$995K	Buy	40,560 +3,558	+10%	+$87.5K	0.03%	451
2023 Q4	$920K	Buy	+37,002	New	+$894K	0.03%	436

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return

MFT

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

Principal Securities's SCHR Position: Q1 2026 in Review

Principal Securities increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 7.9% in Q1 2026, buying an estimated $187K and bringing the position to 101,926 shares worth $2.54M. The position accounts for 0.04% of the portfolio, ranked #416.

Principal Securities first reported a position in SCHR in Q4 2023 and has held it in 10 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Principal Securities held 101,926 shares of Schwab Intermediately-Term US Treasury ETF worth $2.54M as of Q1 2026.
Principal Securities bought 7,473 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $187K.
Schwab Intermediately-Term US Treasury ETF made up 0.04% of Principal Securities's portfolio in Q1 2026, its #416 holding.
Principal Securities first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 10 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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