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Principal Securities’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Principal Securities’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,957
Closed -$45.9K – 3130
2025
Q3 		$45.9K Sell
1,957
-75
-4% -$1.74K ﹤0.01% 1986
2025
Q2 		$47.2K Sell
2,032
-134
-6% -$3.08K ﹤0.01% 1912
2025
Q1 		$49.2K Hold
2,166
– – ﹤0.01% 1764
2024
Q4 		$49.2K Sell
2,166
-10,332
-83% -$239K ﹤0.01% 1764
2024
Q3 		$297K Buy
12,498
+5,260
+73% +$123K 0.01% 938
2024
Q2 		$165K Buy
7,238
+4,218
+140% +$95.6K ﹤0.01% 1118
2024
Q1 		$69.5K Buy
3,020
+578
+24% +$13.3K ﹤0.01% 1421
2023
Q4 		$56.9K Buy
+2,442
New +$54.6K ﹤0.01% 1426

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Principal Securities's SCHZ Position: Q4 2025 in Review

Principal Securities sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 1,957 shares — an estimated $45.9K sold.

Principal Securities first reported a position in SCHZ in Q4 2023 and held it in 8 quarters. The position peaked at $297K in Q3 2024. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • Principal Securities reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,957 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $45.9K.
  • Principal Securities first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Schwab US Aggregate Bond ETF position peaked at $297K in Q3 2024.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

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