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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
Q2 		$1.85M Sell
62,975
-15,559
-20% -$444K 0.02% 583
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Principal Securities's SCHX Position: Q2 2026 in Review

Principal Securities reduced its Schwab US Large- Cap ETF (SCHX) stake by 20% in Q2 2026, selling an estimated $444K and leaving 62,975 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #583.

Principal Securities first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.24M in Q2 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Principal Securities held 62,975 shares of Schwab US Large- Cap ETF worth $1.85M as of Q2 2026.
  • Principal Securities sold 15,559 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $444K.
  • Schwab US Large- Cap ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #583 holding.
  • Principal Securities first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Schwab US Large- Cap ETF position peaked at $2.24M in Q2 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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