Principal Financial Group
SCHW

Principal Financial Group’s Charles Schwab SCHW Stock Holding History

Principal Financial Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$268M Sell
2,851,720
-332,933
-10% -$32.7M 0.14% 147
2025
Q4 		$318M Sell
3,184,653
-1,243,678
-28% -$118M 0.16% 130
2025
Q3 		$423M Sell
4,428,331
-1,886,493
-30% -$179M 0.21% 94
2025
Q2 		$576M Sell
6,314,824
-235,720
-4% -$19.7M 0.3% 71
2025
Q1 		$513M Buy
6,550,544
+180,099
+3% +$14.1M 0.29% 77
2024
Q4 		$471M Sell
6,370,445
-303,456
-5% -$22.7M 0.26% 80
2024
Q3 		$433M Buy
6,673,901
+38,201
+0.6% +$2.51M 0.24% 91
2024
Q2 		$489M Buy
6,635,700
+338,511
+5% +$25M 0.29% 74
2024
Q1 		$456M Buy
6,297,189
+484,839
+8% +$31.9M 0.27% 83
2023
Q4 		$400M Buy
5,812,350
+26,589
+0.5% +$1.54M 0.26% 90
2023
Q3 		$318M Sell
5,785,761
-65,000
-1% -$3.93M 0.23% 98
2023
Q2 		$332M Sell
5,850,761
-231,350
-4% -$12.1M 0.23% 102
2023
Q1 		$319M Buy
6,082,111
+399,430
+7% +$29.2M 0.23% 106
2022
Q4 		$473M Buy
5,682,681
+151,011
+3% +$11.7M 0.36% 67
2022
Q3 		$398M Buy
5,531,670
+546,288
+11% +$37.9M 0.32% 78
2022
Q2 		$315M Buy
4,985,382
+975,948
+24% +$67.3M 0.23% 112
2022
Q1 		$338M Buy
4,009,434
+189,575
+5% +$16.7M 0.21% 120
2021
Q4 		$320M Sell
3,819,859
-456
-0% -$36.9K 0.19% 134
2021
Q3 		$278M Sell
3,820,315
-185,340
-5% -$13.2M 0.18% 142
2021
Q2 		$292M Buy
4,005,655
+66,022
+2% +$4.67M 0.19% 132
2021
Q1 		$257M Sell
3,939,633
-1,465,458
-27% -$88.9M 0.18% 142
2020
Q4 		$287M Buy
5,405,091
+217,348
+4% +$9.84M 0.21% 126
2020
Q3 		$188M Sell
5,187,743
-106,863
-2% -$3.72M 0.16% 153
2020
Q2 		$179M Buy
5,294,606
+187,159
+4% +$6.7M 0.16% 153
2020
Q1 		$172M Buy
5,107,447
+743,018
+17% +$31.2M 0.19% 141
2019
Q4 		$208M Buy
4,364,429
+187,770
+4% +$8.28M 0.17% 156
2019
Q3 		$175M Buy
4,176,659
+146,875
+4% +$5.93M 0.15% 173
2019
Q2 		$162M Buy
4,029,784
+144,358
+4% +$6.29M 0.15% 176
2019
Q1 		$166M Buy
3,885,426
+344,339
+10% +$15.5M 0.15% 163
2018
Q4 		$147M Buy
3,541,087
+193,547
+6% +$8.75M 0.16% 160
2018
Q3 		$165M Buy
3,347,540
+79,867
+2% +$4.08M 0.15% 172
2018
Q2 		$167M Buy
3,267,673
+108,097
+3% +$5.99M 0.15% 158
2018
Q1 		$165M Sell
3,159,576
-6,173
-0.2% -$331K 0.16% 158
2017
Q4 		$163M Sell
3,165,749
-54,951
-2% -$2.58M 0.15% 170
2017
Q3 		$141M Buy
3,220,700
+120,556
+4% +$5.01M 0.14% 188
2017
Q2 		$133M Buy
3,100,144
+457,591
+17% +$18.3M 0.13% 200
2017
Q1 		$108M Buy
2,642,553
+103,753
+4% +$4.28M 0.13% 175
2016
Q4 		$100M Buy
2,538,800
+135,582
+6% +$4.84M 0.13% 176
2016
Q3 		$75.9M Buy
2,403,218
+334,588
+16% +$9.81M 0.1% 216
2016
Q2 		$52.4M Buy
2,068,630
+394,865
+24% +$11.2M 0.07% 267
2016
Q1 		$46.9M Sell
1,673,765
-488,373
-23% -$12.9M 0.07% 276
2015
Q4 		$71.2M Sell
2,162,138
-3,148,569
-59% -$99.6M 0.11% 218
2015
Q3 		$152M Buy
5,310,707
+51,654
+1% +$1.66M 0.24% 116
2015
Q2 		$172M Sell
5,259,053
-3,081,409
-37% -$97.4M 0.26% 108
2015
Q1 		$254M Buy
8,340,462
+542,780
+7% +$15.7M 0.38% 49
2014
Q4 		$235M Buy
7,797,682
+893,726
+13% +$25.4M 0.37% 52
2014
Q3 		$203M Sell
6,903,956
-7,535
-0.1% -$213K 0.34% 66
2014
Q2 		$186M Buy
6,911,491
+596,553
+9% +$15.7M 0.31% 69
2014
Q1 		$173M Sell
6,314,938
-798,006
-11% -$20.9M 0.31% 66
2013
Q4 		$185M Buy
7,112,944
+59,162
+0.8% +$1.41M 0.35% 52
2013
Q3 		$149M Sell
7,053,782
-401,530
-5% -$8.73M 0.31% 71
2013
Q2 		$158M Buy
+7,455,312
New +$138M 0.35% 48

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Principal Financial Group's SCHW Position: Q1 2026 in Review

Principal Financial Group reduced its Charles Schwab (SCHW) stake by 10% in Q1 2026, selling an estimated $32.7M and leaving 2,851,720 shares worth $268M. The position accounts for 0.14% of the portfolio, ranked #147.

Principal Financial Group first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $576M in Q2 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Principal Financial Group held 2,851,720 shares of Charles Schwab worth $268M as of Q1 2026.
  • Principal Financial Group sold 332,933 Charles Schwab shares in Q1 2026, an estimated $32.7M.
  • Charles Schwab made up 0.14% of Principal Financial Group's portfolio in Q1 2026, its #147 holding.
  • Principal Financial Group first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Charles Schwab position peaked at $576M in Q2 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.