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Schwab Strategic Tr shares owned by Principal Securities

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Principal Securities from 13F filings

Historical chart of Principal Securities investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Principal Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Principal Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 9.1k 26.17
2024-06-30 $246k 10k 23.57
2024-03-31 $295k 12k 24.26
2023-12-31 $316k 13k 24.59

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Principal Exchange Traded Prin U S Small (PSC)
Microsoft Corporation (MSFT)
Principal Exchange Traded Focused Blue Chi (BCHP)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Principal Exchange Traded Prncpl Vlu Etf (PY)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Principal Securities

Top funds holding Schwab Strategic Tr

Summit Asset Management
Souders Financial Advisors
Envestnet Asset Management
Kohmann Bosshard Financial Services
Advisor Group Holdings
Asset Advisors Investment Management
LPL Financial
Magnolia Capital Advisors
Stifel Financial
Principle Wealth Partners
Charles Schwab Trust
Iron Financial
First Merchants Bank, National Association
LongView Wealth Management
Modern Wealth Management

View all funds holding Schwab Strategic Tr