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PRINCIPAL FINANCIAL GROUP INC: SCHV position timeline

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

PRINCIPAL FINANCIAL GROUP INC held 106,055 SCHV 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 106,055 shares
    Change vs previous 13F -105,129 shares

    <0.01% of the 13F portfolio, value $3,691,743.

    13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 24,456 shares
    • PRINCIPAL FINANCIAL GROUP INC: 81,599 shares

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

  2. period ended2026-03-31
    13F 211,184 shares
    Change vs previous 13F +185,058 shares

    <0.01% of the 13F portfolio, value $6,441,089.

    13F-HR 0001126328-26-000103 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 25,395 shares
    • PRINCIPAL FINANCIAL GROUP INC: 185,789 shares

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

  3. period ended2025-12-31
    13F 26,126 shares
    Change vs previous 13F +1,814 shares

    0.01% of the 13F portfolio, value $773,601.

    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 24,312 shares
    Change vs previous 13F +14,491 shares

    0.01% of the 13F portfolio, value $707,732.

    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 9,821 shares
    Change vs previous 13F +144 shares

    0.01% of the 13F portfolio, value $271,756.

    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 9,677 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $252,280.

    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 9,677 shares
    Change vs previous 13F +6,207 shares

    0.01% of the 13F portfolio, value $252,280.

    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 3,470 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $278,917.

    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).