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Disclosery

Principle Wealth Partners LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principle Wealth Partners LLC on SCHD, newest first. How the timeline and the estimate are built.

Principle Wealth Partners LLC held 609,404 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 609,404 shares
    Change vs previous 13F -35,397 shares

    0.95% of the 13F portfolio, value $19,324,199.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 644,801 shares
    Change vs previous 13F -3,796 shares

    1.13% of the 13F portfolio, value $19,782,495.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 648,597 shares
    Change vs previous 13F -70,579 shares

    1% of the 13F portfolio, value $17,791,019.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 719,176 shares
    Change vs previous 13F -231,538 shares

    1.14% of the 13F portfolio, value $19,633,507.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 950,714 shares
    Change vs previous 13F +2,863 shares

    1.57% of the 13F portfolio, value $25,193,930.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 947,851 shares
    Change vs previous 13F -802,290 shares

    1.89% of the 13F portfolio, value $26,501,916.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,750,141 shares
    Change vs previous 13F +1,205,934 shares

    3.36% of the 13F portfolio, value $47,813,867.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 544,207 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $46,001,842.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).