Charles Schwab Corporation shares owned by Principal Securities
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Principal Securities
from 13F filings
Historical chart of Principal Securities investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by Principal Securities consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by Principal Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 152k | 95.47 |
| 2025-06-30 | $13M | 144k | 91.24 |
| 2025-03-31 | $9.9M | 134k | 74.01 |
| 2024-12-31 | $9.9M | 134k | 74.01 |
| 2024-09-30 | $8.3M | 128k | 64.81 |
| 2024-06-30 | $9.0M | 122k | 73.69 |
| 2024-03-31 | $8.2M | 113k | 72.34 |
| 2023-12-31 | $6.2M | 90k | 68.80 |