Principal Securities, Inc. Schwab Strategic Tr Us Broad M Transaction History

Principal Securities, Inc.

$6.07 Trillion
Q3 2025

A detailed history of Principal Securities, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Principal Securities, Inc. holds 18,748 shares of SCHB stock, worth $484,073. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,748

Previous 7,357 154.83%

Holding current value

$484,073

Previous $175 Million 174.93%

% of portfolio

0.01%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$23.82 - $25.84 $271,333 - $294,343	11,391 Added 154.83%	18,748 $482 Million
Q2 2025 Aug 11, 2025	BUY	$19.1 - $23.83 $94,392 - $117,767	4,942 Added 204.64%	7,357 $175 Million
Q4 2024 Jan 30, 2025	BUY	$22.01 - $66.82 $37,747 - $114,596	1,715 Added 245.0%	2,415 $54.8 Million
Q3 2024 Oct 28, 2024	SELL	$59.93 - $66.52 $35,059 - $38,914	-585 Reduced 45.53%	700 $46.6 Million
Q2 2024 Jul 31, 2024	BUY	$57.57 - $63.3 $4,835 - $5,317	84 Added 6.99%	1,285 $80.8 Million

Q1 2024 May 10, 2024	BUY	$54.61 - $61.05 $20,587 - $23,015	377 Added 45.75%	1,201 $73.3 Million
Q4 2023 Feb 07, 2024	BUY	$47.61 - $55.91 $39,230 - $46,069	824 New	824 $45.9 Million

Others Institutions Holding SCHB

# of Institutions

1,376

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.

Account

Principal Securities, Inc. Schwab Strategic Tr Us Broad M Transaction History