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 21,025 shares of SCHX stock, worth $1.43 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
21,025
Previous 21,660 2.93%
Holding current value
$1.43 Million
Previous $1.34 Billion 0.49%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$58.7 - $64.78 $37,274 - $41,135
-635 Reduced 2.93%
21,025 $1.35 Billion
Q1 2024

May 10, 2024

BUY
$55.41 - $62.08 $219,479 - $245,898
3,961 Added 22.38%
21,660 $1.34 Billion
Q4 2023

Feb 07, 2024

BUY
$48.47 - $56.6 $857,870 - $1 Million
17,699 New
17,699 $998 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, Inc. and customize your updates to receive the information that matters most to you.

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.