PS
SCHV

Principal Securities’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Principal Securities’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$775K Sell
25,395
-731
-3% -$22.8K 0.01% 810
2025
Q4 		$774K Buy
26,126
+1,814
+7% +$53K 0.01% 778
2025
Q3 		$708K Buy
24,312
+14,491
+148% +$412K 0.01% 776
2025
Q2 		$272K Buy
9,821
+144
+1% +$3.79K 0.01% 1102
2025
Q1 		$252K Hold
9,677
– – 0.01% 1036
2024
Q4 		$252K Sell
9,677
-733
-7% -$19.8K 0.01% 1034
2024
Q3 		$279K Buy
10,410
+762
+8% +$19.6K 0.01% 964
2024
Q2 		$238K Sell
9,648
-162
-2% -$4K 0.01% 974
2024
Q1 		$248K Sell
9,810
-552
-5% -$13.2K 0.01% 931
2023
Q4 		$242K Buy
+10,362
New +$227K 0.01% 874

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Principal Securities's SCHV Position: Q1 2026 in Review

Principal Securities reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.8% in Q1 2026, selling an estimated $22.8K and leaving 25,395 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #810.

Principal Securities first reported a position in SCHV in Q4 2023 and has held it in 10 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Principal Securities held 25,395 shares of Schwab US Large-Cap Value ETF worth $775K as of Q1 2026.
  • Principal Securities sold 731 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $22.8K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #810 holding.
  • Principal Securities first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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