PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in SCHW — Schwab Charles Corp

CIK 12600 DES MOINES, IA

Position in SCHW

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

Position Value

$12,491,235

-$397,370 QoQ

Shares Held

135,377

-1.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#459

of 2,296 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $36,932,732 across 11 Capital Markets names. SCHW ranks #1 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	135,377	$12,491,235
2	GS	Goldman Sachs Group Inc	9,803	$9,914,460
3	MS	Morgan Stanley	44,097	$9,218,036
4	HOOD	Robinhood Markets, Inc.	10,892	$1,092,249
5	VIRT	Virtu Financial, Inc.	13,437	$800,442
6	LPLA	LPL Financial Holdings Inc.	2,594	$730,677
7	IBKR	Interactive Brokers Group, Inc.	7,848	$683,089
8	XP	XP Inc.	35,412	$575,799

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,491,235	135,377	-1.3%	Shares	Sole	2026-08-04
2026-03-31	$12,888,605	137,142	+1.0%	Shares	Sole	2026-05-13
2025-12-31	$13,571,674	135,839	-10.7%	Shares	Sole	2026-02-12
2025-09-30	$14,518,122	152,070	+5.7%	Shares	Sole	2025-11-12
2025-06-30	$13,131,808	143,926	+7.5%	Shares	Sole	2025-08-11
2025-03-31	$10,477,230	133,843	0.0%	Shares	Sole	2025-04-30
2024-12-31	$9,905,720	133,843	+4.4%	Shares	Sole	2025-01-30
2024-09-30	$8,307,345	128,180	+4.7%	Shares	Sole	2024-10-28
2024-06-30	$9,018,329	122,382	+8.2%	Shares	Sole	2024-07-31
2024-03-31	$8,181,726	113,101	+25.2%	Shares	Sole	2024-05-10
2023-12-31	$6,215,667	90,344	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.