# Portfolio overlap — PSC vs SWSSX

Comparing **Principal U.S. Small-Cap ETF** (2026-03-31) and **Schwab Small-Cap Index Fund** (2026-01-31).

- Shared positions: 513
- Principal U.S. Small-Cap ETF covered by Schwab Small-Cap Index Fund: 0.4217448599131118981540794705
- Schwab Small-Cap Index Fund covered by Principal U.S. Small-Cap ETF: 0.4217448599131118981540794706

## Principal U.S. Small-Cap ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| HIMS & HERS HEAL | 0.009451 | ✓ |
| PLANET LABS PBC A | 0.008595 | ✓ |
| ARGAN INC | 0.008491 | ✓ |
| DIGITALOCEAN HOLDINGS INC | 0.007877 | ✓ |
| FABRINET | 0.007821 | ✓ |
| NEXTRACKER INC CL A | 0.007696 | ✓ |
| BREAD FINANCIAL HOLDINGS | 0.007690 | ✓ |
| ZETA GLOBAL HOLDINGS CORP | 0.007650 | ✓ |
| CHART INDUSTRIES INC | 0.007432 | ✓ |
| BRIDGEBIO PHARMA INC | 0.007340 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.006920 | ✓ |
| PATTERSON-UTI ENERGY INC | 0.006907 | ✓ |
| AMERICAN HEALTHCARE REIT INC | 0.006771 | ✓ |
| BRINKER INTL | 0.006594 | ✓ |
| GUARDANT HEALTH INC | 0.006558 | ✓ |
| ADV ENERGY INDS | 0.006537 | ✓ |
| TTM TECHNOLOGIES INC | 0.006523 | ✓ |
| HANCOCK WHITNEY CORP | 0.006495 | ✓ |
| PRIMORIS SVCS CORP | 0.006393 | ✓ |
| COEUR MINING INC | 0.006234 | ✓ |
| RAMBUS INC | 0.006222 | ✓ |
| HECLA MINING CO | 0.006048 | ✓ |
| BLACK HILLS CORP | 0.005916 | ✓ |
| SEZZLE INC | 0.005847 | ✓ |
| DYCOM INDUSTRIES INC | 0.005817 | ✓ |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.005752 | ✓ |
| LIBERTY ENERGY INC CL A | 0.005750 | ✓ |
| POWELL INDUSTRIES INC | 0.005710 | ✓ |
| CNX RESOURCES CORP | 0.005632 | ✓ |
| ORMAT TECHNOLOGIES INC | 0.005596 | ✓ |
| Pagseguro Digital Ltd., Class A | 0.005550 | ✓ |
| PJT PARTNERS INC | 0.005511 | ✓ |
| WISDOMTREE INVESTMENTS INC | 0.005502 | ✓ |
| ENERSYS INC | 0.005331 | ✓ |
| VICOR CORPORATION | 0.005304 | ✓ |
| ATLANTIC UNION B | 0.005281 | ✓ |
| ENOVA INTL INC | 0.005170 | ✓ |
| HEALTHEQUITY INC | 0.005159 | ✓ |
| COMPASS INC - A | 0.005152 | ✓ |
| SPX TECHNOLOGIES INC | 0.005139 | ✓ |
| FIRSTCASH HOLDINGS INC | 0.005114 | ✓ |
| GRANITE CONSTRUCTION INC | 0.005079 | ✓ |
| TEXAS CAPITAL BANCSHARES INC | 0.004999 | ✓ |
| SELECTIVE INSURANCE GROUP INC | 0.004953 | ✓ |
| TEREX CORP | 0.004834 | ✓ |
| PROTAGONIST THERAPEUTICS INC | 0.004780 | ✓ |
| ESSENT GROUP LTD | 0.004749 | ✓ |
| PTC THERAPEUTICS INC | 0.004718 | ✓ |
| NOBLE CORP PLC | 0.004660 | ✓ |
| KODIAK GAS SERVICES INC | 0.004651 | ✓ |

## Schwab Small-Cap Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Portfolio II | 0.010813 | ✓ |
| BLOOM ENERGY CORP CL A | 0.010710 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.006220 | ✓ |
| FABRINET | 0.005723 | ✓ |
| KRATOS DEFENSE and SEC SOLTN INC | 0.005559 |  |
| NEXTRACKER INC CL A | 0.005529 | ✓ |
| ECHOSTAR CORP CL A | 0.004969 |  |
| HECLA MINING CO | 0.004633 | ✓ |
| GUARDANT HEALTH INC | 0.004483 | ✓ |
| IONQ INC | 0.004378 |  |
| COEUR MINING INC | 0.004236 | ✓ |
| RAMBUS INC | 0.003975 | ✓ |
| BRIDGEBIO PHARMA INC | 0.003967 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.003456 | ✓ |
| AEROVIRONMENT INC | 0.003408 |  |
| DYCOM INDUSTRIES INC | 0.003306 | ✓ |
| TTM TECHNOLOGIES INC | 0.003253 | ✓ |
| SPX TECHNOLOGIES INC | 0.003253 | ✓ |
| MODINE MFG CO | 0.003132 |  |
| ENSIGN GROUP INC | 0.003120 | ✓ |
| ADV ENERGY INDS | 0.003116 | ✓ |
| CHART INDUSTRIES INC | 0.003035 | ✓ |
| UMB FINANCIAL CORP | 0.002990 |  |
| ARROWHEAD PHARMACEUTICALS INC | 0.002976 | ✓ |
| MADRIGAL PHARMACEUTICALS INC | 0.002944 |  |
| OKLO INC | 0.002801 |  |
| MOOG INC-CLASS A | 0.002781 | ✓ |
| COMMERCIAL METALS CO | 0.002770 |  |
| OLD NATL BANCORP | 0.002769 |  |
| INTERDIGITAL INC | 0.002737 | ✓ |
| LUMEN TECHNOLOGIES INC | 0.002723 |  |
| AVIDITY BIOSCIENCES | 0.002717 |  |
| CARETRUST REIT INC | 0.002717 | ✓ |
| JACKSON FINANCIAL INC | 0.002666 |  |
| URANIUM ENERGY CORP | 0.002663 |  |
| WATTS WATER TECH INC CL A | 0.002661 | ✓ |
| JOHN BEAN TECHNOLOGIES CORP | 0.002660 |  |
| APPLIED DIGITAL CORP | 0.002606 |  |
| COMPASS INC - A | 0.002602 | ✓ |
| PRIMORIS SVCS CORP | 0.002597 | ✓ |
| AMERICAN HEALTHCARE REIT INC | 0.002568 | ✓ |
| CADENCE BANK | 0.002545 |  |
| SITIME CORP | 0.002533 |  |
| PRAXIS PRECISION MEDICINES INC | 0.002497 |  |
| ORMAT TECHNOLOGIES INC | 0.002471 | ✓ |
| AXSOME THERAPEUTICS INC | 0.002447 |  |
| FLUOR CORP | 0.002409 |  |
| SANMINA CORP | 0.002396 | ✓ |
| CYTOKINETICS INC | 0.002388 |  |
| HEALTHEQUITY INC | 0.002367 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-043485` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1572661/000141036826043485/0001410368-26-043485-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030064` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030064/0001410368-26-030064-index.htm>

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