Principal Securities, Inc. Schwab Strategic Tr Us Large C Transaction History
Principal Securities, Inc.
- $5.32 Trillion
- Q2 2025
A detailed history of Principal Securities, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Principal Securities, Inc. holds 1,324,545 shares of SCHG stock, worth $43.1 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
1,324,545
Previous 793,603
66.9%
Holding current value
$43.1 Million
Previous $22.1 Billion
74.93%
% of portfolio
0.73%
Previous 0.49%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,603Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.8 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.49 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.38 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.24 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.07 Billion0.17% of portfolio