PRINCIPAL FINANCIAL GROUP INC

Position in SCHW — Schwab Charles Corp

CIK 1126328 DES MOINES, IA

Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$253,004,061

-$15,000,583 QoQ

Shares Held

2,741,997

-3.8% QoQ

Ownership

0.159%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#75

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

PRINCIPAL FINANCIAL GROUP INC holds $2,624,731,102 across 28 Capital Markets names. SCHW ranks #4 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	2,684,964	$756,300,657
2	MS	Morgan Stanley	2,836,822	$593,009,270
3	GS	Goldman Sachs Group Inc	341,329	$345,209,910
4	SCHW	Schwab Charles Corp This page	2,741,997	$253,004,061
5	HOOD	Robinhood Markets, Inc.	864,507	$86,692,761
6	RIOT	Riot Platforms, Inc.	2,669,062	$73,078,916
7	SF	Stifel Financial Corp	1,023,213	$71,389,570
8	SNEX	StoneX Group Inc.	677,814	$53,547,305

All Filings in SCHW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,004,061	2,741,997	-3.8%	Shares	Defined	2026-08-04
2026-03-31	$268,004,644	2,851,720	-10.5%	Shares	Defined	2026-05-04
2025-12-31	$318,178,680	3,184,653	-28.1%	Shares	Defined	2026-02-02
2025-09-30	$422,772,759	4,428,331	-29.9%	Shares	Defined	2025-11-04
2025-06-30	$576,164,540	6,314,824	-3.6%	Shares	Defined	2025-08-08
2025-03-31	$512,776,583	6,550,544	+2.8%	Shares	Defined	2025-04-28
2024-12-31	$471,476,633	6,370,445	-4.5%	Shares	Defined	2025-01-31
2024-09-30	$432,535,523	6,673,901	+0.6%	Shares	Defined	2024-10-31
2024-06-30	$488,984,732	6,635,700	+5.4%	Shares	Defined	2024-07-29
2024-03-31	$455,538,650	6,297,189	+8.3%	Shares	Defined	2024-04-29
2023-12-31	$399,889,679	5,812,350	+0.5%	Shares	Defined	2024-02-07
2023-09-30	$317,638,277	5,785,761	-1.1%	Shares	Defined	2023-11-02
2023-06-30	$331,621,132	5,850,761	-3.8%	Shares	Defined	2023-08-07
2023-03-31	$318,580,973	6,082,111	+7.0%	Shares	Defined	2023-05-09
2022-12-31	$473,140,018	5,682,681	+2.7%	Shares	Defined	2023-02-09
2022-09-30	$397,561,122	5,531,670	+11.0%	Shares	Defined	2022-11-09
2022-06-30	$314,976,433	4,985,382	+24.3%	Shares	Defined	2022-08-10
2022-03-31	$338,035,379	4,009,434	+5.0%	Shares	Defined	2022-05-09
2021-12-31	$321,250,141	3,819,859	-0.0%	Shares	Defined	2022-02-09
2021-09-30	$278,271,743	3,820,315	-4.6%	Shares	Defined	2021-11-09
2021-06-30	$291,651,739	4,005,655	+1.7%	Shares	Defined	2021-08-10
2021-03-31	$256,785,278	3,939,633	-27.1%	Shares	Defined	2021-05-10
2020-12-31	$286,686,026	5,405,091	+4.2%	Shares	Defined	2021-02-23
2020-09-30	$187,951,928	5,187,743	-2.0%	Shares	Defined	2020-11-06
2020-06-30	$178,640,005	5,294,606	+3.7%	Shares	Defined	2020-08-05
2020-03-31	$171,712,367	5,107,447	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.