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PRINCIPAL FINANCIAL GROUP INC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRINCIPAL FINANCIAL GROUP INC on SCHD, newest first. How the timeline and the estimate are built.

PRINCIPAL FINANCIAL GROUP INC held 179,579 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 179,579 shares
    Change vs previous 13F -205 shares

    0.07% of the 13F portfolio, value $5,694,441.

    13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, INC.
    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 179,784 shares
    Change vs previous 13F -26,753 shares

    0.08% of the 13F portfolio, value $5,515,745.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, INC.
    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 206,537 shares
    Change vs previous 13F +1,573 shares

    0.09% of the 13F portfolio, value $5,665,301.

    13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
    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 204,964 shares
    Change vs previous 13F -150,513 shares

    0.09% of the 13F portfolio, value $5,595,528.

    13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, INC.
    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 355,477 shares
    Change vs previous 13F -6,336 shares

    0.18% of the 13F portfolio, value $9,420,136.

    13F-HR 0000012600-25-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 355,477 shares
    • PRINCIPAL FINANCIAL GROUP INC: 0 shares

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

  6. period ended2025-03-31
    13F 361,813 shares
    Change vs previous 13F +15,841 shares

    0.01% of the 13F portfolio, value $9,893,482.

    13F-HR 0000012600-25-000006 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 348,090 shares
    • PRINCIPAL FINANCIAL GROUP INC: 13,723 shares

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

  7. period ended2024-12-31
    13F 345,972 shares
    Change vs previous 13F +234,628 shares

    0.21% of the 13F portfolio, value $9,451,950.

    13F-HR 0000012600-25-000001 filed by PRINCIPAL SECURITIES, INC.
    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 111,344 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $9,411,917.

    13F-HR 0000012600-24-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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