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PRINCIPAL FINANCIAL GROUP INC: SCHO position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 248,054 SCHO 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 248,054 shares
    Change vs previous 13F -961 shares

    0.07% of the 13F portfolio, value $5,988,025.

    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 249,015 shares
    Change vs previous 13F +18,451 shares

    0.09% of the 13F portfolio, value $6,043,572.

    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 230,564 shares
    Change vs previous 13F +16,535 shares

    0.09% of the 13F portfolio, value $5,618,852.

    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 214,029 shares
    Change vs previous 13F +14,763 shares

    0.09% of the 13F portfolio, value $5,222,304.

    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 199,266 shares
    Change vs previous 13F +128,413 shares

    0.09% of the 13F portfolio, value $4,858,095.

    13F-HR 0000012600-25-000009 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).

  6. period ended2025-03-31
    13F 70,853 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,704,735.

    13F-HR 0000012600-25-000006 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).

  7. period ended2024-12-31
    13F 70,853 shares
    Change vs previous 13F +29,976 shares

    0.04% of the 13F portfolio, value $1,704,735.

    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 40,877 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,002,148.

    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).