Principal Securities, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Principal Securities, Inc.

$4.47 Trillion
Q1 2025

A detailed history of Principal Securities, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Principal Securities, Inc. holds 22,611 shares of SCHM stock, worth $611,627. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,611

Previous 22,563 0.21%

Holding current value

$611,627

Previous $625 Million 0.21%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$25.58 - $29.24 $1,227 - $1,403	48 Added 0.21%	22,611 $627 Million
Q4 2024 Jan 30, 2025	BUY	$27.54 - $83.04 $397,787 - $1.2 Million	14,444 Added 177.9%	22,563 $625 Million
Q3 2024 Oct 28, 2024	BUY	$75.47 - $83.18 $35,999 - $39,676	477 Added 6.24%	8,119 $675 Million
Q2 2024 Jul 31, 2024	SELL	$75.69 - $81.19 $175,373 - $188,117	-2,317 Reduced 23.27%	7,642 $595 Million
Q1 2024 May 10, 2024	BUY	$72.89 - $81.43 $93,590 - $104,556	1,284 Added 14.8%	9,959 $811 Million
Q4 2023 Feb 07, 2024	BUY	$63.01 - $75.95 $546,611 - $658,866	8,675 New	8,675 $653 Million

Others Institutions Holding SCHM

# of Institutions

1,003

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Principal Securities, Inc. Schwab Strategic U.S. Mid Cap Transaction History