PRINCIPAL FINANCIAL GROUP INC: SCHX position timeline

PRINCIPAL FINANCIAL GROUP INC held 78,151 SCHX 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 78,151 shares

   Change vs previous 13F -16,184 shares

   <0.01% of the 13F portfolio, value $2,299,973.

   13F-HR 0000012600-26-000012 filed by PRINCIPAL SECURITIES, INC.
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   • PRINCIPAL SECURITIES, INC.: 62,975 shares
   • PRINCIPAL FINANCIAL GROUP INC: 15,176 shares

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

2. period ended2026-03-31

   13F 94,335 shares

   Change vs previous 13F -997 shares

   <0.01% of the 13F portfolio, value $2,418,747.

   13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, INC.
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • PRINCIPAL SECURITIES, INC.: 78,534 shares
   • PRINCIPAL FINANCIAL GROUP INC: 15,801 shares

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

3. period ended2025-12-31

   13F 95,332 shares

   Change vs previous 13F -3,958 shares

   <0.01% of the 13F portfolio, value $2,565,372.

   13F-HR 0000012600-26-000001 filed by PRINCIPAL SECURITIES, INC.
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • PRINCIPAL SECURITIES, INC.: 79,349 shares
   • PRINCIPAL FINANCIAL GROUP INC: 15,983 shares

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

4. period ended2025-09-30

   13F 99,290 shares

   Change vs previous 13F -8,796 shares

   <0.01% of the 13F portfolio, value $2,617,582.

   13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, INC.
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • PRINCIPAL SECURITIES, INC.: 83,057 shares
   • PRINCIPAL FINANCIAL GROUP INC: 16,233 shares

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

5. period ended2025-06-30

   13F 108,086 shares

   Change vs previous 13F -4,106 shares

   <0.01% of the 13F portfolio, value $2,641,628.

   13F-HR 0000012600-25-000009 filed by PRINCIPAL SECURITIES, INC.
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • PRINCIPAL SECURITIES, INC.: 91,552 shares
   • PRINCIPAL FINANCIAL GROUP INC: 16,534 shares

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

6. period ended2025-03-31

   13F 112,192 shares

   Change vs previous 13F -6,623 shares

   <0.01% of the 13F portfolio, value $2,581,695.

   13F-HR 0000012600-25-000006 filed by PRINCIPAL SECURITIES, INC.
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • PRINCIPAL SECURITIES, INC.: 95,000 shares
   • PRINCIPAL FINANCIAL GROUP INC: 17,192 shares

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

7. period ended2024-12-31

   13F 118,815 shares

   Change vs previous 13F +81,544 shares

   <0.01% of the 13F portfolio, value $2,754,128.

   13F-HR 0000012600-25-000001 filed by PRINCIPAL SECURITIES, INC.
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • PRINCIPAL SECURITIES, INC.: 94,937 shares
   • PRINCIPAL FINANCIAL GROUP INC: 23,878 shares

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

8. period ended2024-09-30

   13F/A 37,271 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $2,528,871.

   13F-HR 0000012600-24-000011 filed by PRINCIPAL SECURITIES, INC.
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   • PRINCIPAL SECURITIES, INC.: 29,307 shares
   • PRINCIPAL FINANCIAL GROUP INC: 7,964 shares

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