Charles Schwab Corporation shares owned by Principal Financial Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Principal Financial Group
from 13F filings
Historical chart of Principal Financial Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Principal Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $456M | 6.3M | 72.34 |
| 2023-12-31 | $400M | 5.8M | 68.80 |
| 2023-09-30 | $318M | 5.8M | 54.90 |
| 2023-06-30 | $332M | 5.9M | 56.68 |
| 2023-03-31 | $319M | 6.1M | 52.38 |
| 2022-12-31 | $473M | 5.7M | 83.26 |
| 2022-09-30 | $398M | 5.5M | 71.87 |
| 2022-06-30 | $315M | 5.0M | 63.18 |
| 2022-03-31 | $338M | 4.0M | 84.31 |
| 2021-12-31 | $320M | 3.8M | 83.79 |
| 2021-09-30 | $278M | 3.8M | 72.84 |
| 2021-06-30 | $292M | 4.0M | 72.81 |
| 2021-03-31 | $257M | 3.9M | 65.16 |
| 2020-12-31 | $287M | 5.4M | 53.05 |
| 2020-09-30 | $188M | 5.2M | 36.23 |
| 2020-06-30 | $179M | 5.3M | 33.73 |
| 2020-03-31 | $172M | 5.1M | 33.62 |
| 2019-12-31 | $208M | 4.4M | 47.56 |
| 2019-09-30 | $175M | 4.2M | 41.83 |
| 2019-06-30 | $162M | 4.0M | 40.19 |
| 2019-03-31 | $166M | 3.9M | 42.76 |
| 2018-12-31 | $147M | 3.5M | 41.53 |
| 2018-09-30 | $165M | 3.3M | 49.15 |
| 2018-06-30 | $167M | 3.3M | 51.11 |
| 2018-03-31 | $165M | 3.2M | 52.22 |
| 2017-12-31 | $163M | 3.2M | 51.37 |
| 2017-09-30 | $141M | 3.2M | 43.74 |
| 2017-06-30 | $133M | 3.1M | 42.96 |
| 2017-03-31 | $108M | 2.6M | 40.81 |
| 2016-12-31 | $100M | 2.5M | 39.47 |
| 2016-09-30 | $76M | 2.4M | 31.57 |
| 2016-06-30 | $52M | 2.1M | 25.31 |
| 2016-03-31 | $47M | 1.7M | 28.02 |
| 2015-12-31 | $71M | 2.2M | 32.93 |
| 2015-09-30 | $152M | 5.3M | 28.56 |
| 2015-06-30 | $172M | 5.3M | 32.65 |
| 2015-03-31 | $52M | 1.7M | 30.44 |
| 2014-12-31 | $235M | 7.8M | 30.19 |
| 2014-09-30 | $203M | 6.9M | 29.39 |
| 2014-06-30 | $186M | 6.9M | 26.93 |
| 2014-03-31 | $173M | 6.3M | 27.33 |
| 2013-12-31 | $185M | 7.1M | 26.00 |
| 2013-09-30 | $149M | 7.1M | 21.14 |
| 2013-06-30 | $158M | 7.5M | 21.23 |
| 2013-03-31 | $131M | 7.4M | 17.69 |
| 2012-12-31 | $101M | 7.1M | 14.36 |
| 2012-09-30 | $84M | 6.6M | 12.79 |
| 2012-06-30 | $77M | 6.0M | 12.93 |
| 2012-03-31 | $74M | 5.2M | 14.37 |
| 2011-12-31 | $53M | 4.7M | 11.26 |
| 2011-06-30 | $34M | 2.1M | 16.45 |
| 2011-03-31 | $18M | 992k | 18.03 |
| 2010-12-31 | $16M | 919k | 17.11 |