Principal Financial Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576M | Sell |
|
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|
2025
Q1 | $513M | Buy |
|
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|
2024
Q4 | $471M | Sell |
|
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|
2024
Q3 | $433M | Buy |
|
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|
2024
Q2 | $489M | Buy |
|
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|
2024
Q1 | $456M | Buy |
|
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|
2023
Q4 | $400M | Buy |
|
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|
2023
Q3 | $318M | Sell |
|
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|
2023
Q2 | $332M | Sell |
|
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|
2023
Q1 | $319M | Buy |
|
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|
2022
Q4 | $473M | Buy |
|
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|
2022
Q3 | $398M | Buy |
|
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|
2022
Q2 | $315M | Buy |
|
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|
2022
Q1 | $338M | Buy |
|
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|
2021
Q4 | $320M | Sell |
|
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|
2021
Q3 | $278M | Sell |
|
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|
2021
Q2 | $292M | Buy |
|
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|
2021
Q1 | $257M | Sell |
|
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|
2020
Q4 | $287M | Buy |
|
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|
2020
Q3 | $188M | Sell |
|
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|
2020
Q2 | $179M | Buy |
|
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|
2020
Q1 | $172M | Buy |
|
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|
2019
Q4 | $208M | Buy |
|
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|
2019
Q3 | $175M | Buy |
|
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|
2019
Q2 | $162M | Buy |
|
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|
2019
Q1 | $166M | Buy |
|
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|
2018
Q4 | $147M | Buy |
|
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|
2018
Q3 | $165M | Buy |
|
|||||
|
2018
Q2 | $167M | Buy |
|
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|
2018
Q1 | $165M | Sell |
|
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|
2017
Q4 | $163M | Sell |
|
|||||
|
2017
Q3 | $141M | Buy |
|
|||||
|
2017
Q2 | $133M | Buy |
|
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|
2017
Q1 | $108M | Buy |
|
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|
2016
Q4 | $100M | Buy |
|
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|
2016
Q3 | $75.9M | Buy |
|
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|
2016
Q2 | $52.4M | Buy |
|
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|
2016
Q1 | $46.9M | Sell |
|
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|
2015
Q4 | $71.2M | Sell |
|
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|
2015
Q3 | $152M | Buy |
|
|||||
|
2015
Q2 | $172M | Sell |
|
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|
2015
Q1 | $254M | Buy |
|
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|
2014
Q4 | $235M | Buy |
|
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|
2014
Q3 | $203M | Sell |
|
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|
2014
Q2 | $186M | Buy |
|
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|
2014
Q1 | $173M | Sell |
|
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|
2013
Q4 | $185M | Buy |
|
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|
2013
Q3 | $149M | Sell |
|
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|
2013
Q2 | $158M | Buy |
|