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

Principal Securities’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.01M	Sell	78,534 -815	-1%	-$21.9K	0.03%	492
2025 Q4	$2.14M	Sell	79,349 -3,708	-4%	-$99K	0.03%	455
2025 Q3	$2.19M	Sell	83,057 -8,495	-9%	-$216K	0.04%	435
2025 Q2	$2.24M	Sell	91,552 -3,448	-4%	-$78K	0.04%	381
2025 Q1	$2.2M	Buy	95,000 +63	+0.1%	+$1.47K	0.05%	329
2024 Q4	$2.2M	Buy	94,937 +7,016	+8%	+$164K	0.05%	326
2024 Q3	$1.99M	Buy	87,921 +24,846	+39%	+$541K	0.05%	350
2024 Q2	$1.35M	Sell	63,075 -1,905	-3%	-$39.4K	0.04%	404
2024 Q1	$1.34M	Buy	64,980 +11,883	+22%	+$234K	0.04%	375
2023 Q4	$998K	Buy	+53,097	New	+$932K	0.04%	412

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Principal Securities's SCHX Position: Q1 2026 in Review

Principal Securities reduced its Schwab US Large- Cap ETF (SCHX) stake by 1% in Q1 2026, selling an estimated $21.9K and leaving 78,534 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #492.

Principal Securities first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.24M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Principal Securities held 78,534 shares of Schwab US Large- Cap ETF worth $2.01M as of Q1 2026.
Principal Securities sold 815 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $21.9K.
Schwab US Large- Cap ETF made up 0.03% of Principal Securities's portfolio in Q1 2026, its #492 holding.
Principal Securities first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Schwab US Large- Cap ETF position peaked at $2.24M in Q2 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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