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 $867. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$867

% 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

202

Shares Held

69.9M

Call Options Held

3.9K

Put Options Held

6.9K

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

47.7M
Shares

$1.29 Billion
2.85% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$189 Million
12.67% of portfolio
Warwick Investment Management, Inc.

4.39M
Shares

$119 Million
25.69% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$71.4 Million
5.98% of portfolio
Waddell & Associates, LLC

1.94M
Shares

$52.6 Million
5.64% 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