Principal Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Principal Financial Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,723	Closed	-$384K	–	2304
2025 Q1	$384K	Buy	+13,723	New	+$383K	﹤0.01%	1964
2024 Q1	–	Sell	-8,520	Closed	-$216K	–	2484
2023 Q4	$216K	Sell	8,520 -12,186	-59%	-$290K	﹤0.01%	2149
2023 Q3	$488K	Sell	20,706 -15	-0.1%	-$368	﹤0.01%	1958
2023 Q2	$502K	Hold	20,721	–	–	﹤0.01%	1955
2023 Q1	$505K	Hold	20,721	–	–	﹤0.01%	1964
2022 Q4	$522K	Buy	20,721 +543	+3%	+$13.4K	﹤0.01%	1962
2022 Q3	$447K	Buy	20,178 +7,674	+61%	+$186K	﹤0.01%	1985
2022 Q2	$298K	Sell	12,504 -402	-3%	-$10.2K	﹤0.01%	2184
2022 Q1	$339K	Buy	+12,906	New	+$338K	﹤0.01%	2203

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principal Financial Group's SCHD Position: Q2 2025 in Review

Principal Financial Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 13,723 shares — an estimated $384K sold.

Principal Financial Group first reported a position in SCHD in Q1 2022 and held it in 9 quarters. The position peaked at $522K in Q4 2022. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Principal Financial Group reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
Principal Financial Group sold 13,723 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $384K.
Principal Financial Group first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 9 quarters.
Principal Financial Group's Schwab US Dividend Equity ETF position peaked at $522K in Q4 2022.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Principal Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.