Back to SCHW-PJ
PRINCIPAL FINANCIAL GROUP INC → SCHW-PJ
PRINCIPAL FINANCIAL GROUP INC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
26
Latest value
$2.2M
Q3 2026
Peak value
$398.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $21.5M |
| Q3 2025 | $2.9M |
| Q3 2025 | $398.4M |
| Q3 2025 | $430K |
| Q3 2025 | $12.4M |
| Q4 2025 | $2.5M |
| Q4 2025 | $7.7M |
| Q4 2025 | $308M |
| Q4 2025 | $430K |
| Q4 2025 | $13.1M |
| Q1 2026 | $259.3M |
| Q1 2026 | $6.8M |
| Q1 2026 | $1.9M |
| Q1 2026 | $405K |
| Q1 2026 | $5.7M |
| Q1 2026 | $1.5M |
| Q2 2026 | $6.1M |
| Q2 2026 | $244.1M |
| Q2 2026 | $2.7M |
| Q2 2026 | $447K |
| Q2 2026 | $2.8M |
| Q3 2026 | $2.1M |
| Q3 2026 | $6M |
| Q3 2026 | $230.5M |
| Q3 2026 | $454K |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 66.7K | — | — |
| Q3 2026 | $454K | 15.1K | — | — |
| Q3 2026 | $230.5M | 2.36M | — | — |
| Q3 2026 | $6M | 61.0K | — | — |
| Q3 2026 | $2.1M | 21.5K | — | — |
| Q2 2026 | $2.8M | 81.6K | — | — |
| Q2 2026 | $447K | 15.2K | — | — |
| Q2 2026 | $2.7M | 29.5K | — | — |
| Q2 2026 | $244.1M | 2.65M | — | — |
| Q2 2026 | $6.1M | 66.6K | — | — |
| Q1 2026 | $1.5M | 44.6K | — | — |
| Q1 2026 | $5.7M | 185.8K | — | — |
| Q1 2026 | $405K | 15.8K | — | — |
| Q1 2026 | $1.9M | 20.5K | — | — |
| Q1 2026 | $6.8M | 72.4K | — | — |
| Q1 2026 | $259.3M | 2.76M | — | — |
| Q4 2025 | $13.1M | 496.3K | — | — |
| Q4 2025 | $430K | 16.0K | — | — |
| Q4 2025 | $308M | 3.08M | — | — |
| Q4 2025 | $7.7M | 77.2K | — | — |
| Q4 2025 | $2.5M | 25.1K | — | — |
| Q3 2025 | $12.4M | 459.6K | — | — |
| Q3 2025 | $430K | 16.2K | — | — |
| Q3 2025 | $398.4M | 4.17M | — | — |
| Q3 2025 | $2.9M | 29.9K | — | — |
| Q3 2025 | $21.5M | 225.7K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B