Principal Securities, Inc. Schwab Strategic Tr 1000 Index Transaction History

Principal Securities, Inc.

$4.44 Trillion
Q4 2024

A detailed history of Principal Securities, Inc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Principal Securities, Inc. holds 32 shares of SCHK stock, worth $931. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$931

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$27.45 - $55.56 $878 - $1,777	32 New	32 $906,000

Others Institutions Holding SCHK

# of Institutions

189

Shares Held

47.8M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

28.6M
Shares

$833 Million
3.25% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$203 Million
12.67% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$128 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$76.7 Million
5.98% of portfolio
Waddell & Associates, LLC

963K
Shares

$28 Million
6.53% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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Principal Securities, Inc. Schwab Strategic Tr 1000 Index Transaction History