Principal Financial Group Inc Schwab Charles Corp Transaction History

Principal Financial Group Inc

$172 Billion
Q4 2024

A detailed history of Principal Financial Group Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Principal Financial Group Inc holds 6,370,445 shares of SCHW stock, worth $530 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

6,370,445

Holding current value

$530 Million

% of portfolio

0.27%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$63.31 - $82.85 $403 Million - $528 Million	6,370,445 New	6,370,445 $471 Million
Q3 2024 Oct 31, 2024	BUY	$61.74 - $76.08 $2.36 Million - $2.91 Million	38,201 Added 0.58%	6,673,901 $433 Million
Q2 2024 Jul 29, 2024	BUY	$70.03 - $78.9 $23.7 Million - $26.7 Million	338,511 Added 5.38%	6,635,700 $489 Million
Q1 2024 Apr 29, 2024	BUY	$61.89 - $72.38 $30 Million - $35.1 Million	484,839 Added 8.34%	6,297,189 $456 Million
Q4 2023 Feb 07, 2024	BUY	$49.33 - $70.98 $1.31 Million - $1.89 Million	26,589 Added 0.46%	5,812,350 $400 Million
Q3 2023 Nov 02, 2023	SELL	$54.2 - $67.94 $3.52 Million - $4.42 Million	-65,000 Reduced 1.11%	5,785,761 $318 Million
Q2 2023 Aug 07, 2023	SELL	$47.37 - $57.14 $11 Million - $13.2 Million	-231,350 Reduced 3.8%	5,850,761 $332 Million
Q1 2023 May 09, 2023	BUY	$51.91 - $85.6 $20.7 Million - $34.2 Million	399,430 Added 7.03%	6,082,111 $319 Million
Q4 2022 Feb 09, 2023	BUY	$67.43 - $83.26 $10.2 Million - $12.6 Million	151,011 Added 2.73%	5,682,681 $473 Million
Q3 2022 Nov 09, 2022	BUY	$21.16 - $74.92 $11.6 Million - $40.9 Million	546,288 Added 10.96%	5,531,670 $398 Million
Q2 2022 Aug 10, 2022	BUY	$59.99 - $83.83 $58.5 Million - $81.8 Million	975,948 Added 24.34%	4,985,382 $315 Million
Q1 2022 May 09, 2022	BUY	$75.69 - $95.53 $14.3 Million - $18.1 Million	189,575 Added 4.96%	4,009,434 $338 Million
Q4 2021 Feb 09, 2022	SELL	$73.23 - $85.82 $33,392 - $39,133	-456 Reduced 0.01%	3,819,859 $320 Million
Q3 2021 Nov 09, 2021	SELL	$66.68 - $77.38 $12.4 Million - $14.3 Million	-185,340 Reduced 4.63%	3,820,315 $278 Million
Q2 2021 Aug 10, 2021	BUY	$63.69 - $76.01 $4.2 Million - $5.02 Million	66,022 Added 1.68%	4,005,655 $292 Million
Q1 2021 May 10, 2021	SELL	$51.54 - $67.65 $75.5 Million - $99.1 Million	-1,465,458 Reduced 27.11%	3,939,633 $257 Million
Q4 2020 Feb 23, 2021	SELL	$36.75 - $53.04 $96,358 - $139,070	-2,622 Reduced 0.05%	5,405,091 $287 Million
Q4 2020 Feb 08, 2021	BUY	$36.75 - $53.04 $8.08 Million - $11.7 Million	219,970 Added 4.24%	5,407,713 $287 Million
Q3 2020 Nov 06, 2020	SELL	$33.02 - $36.28 $3.53 Million - $3.88 Million	-106,863 Reduced 2.02%	5,187,743 $188 Million
Q2 2020 Aug 05, 2020	BUY	$31.75 - $42.82 $5.94 Million - $8.01 Million	187,159 Added 3.66%	5,294,606 $179 Million
Q1 2020 May 12, 2020	BUY	$28.43 - $49.0 $21.1 Million - $36.4 Million	743,018 Added 17.02%	5,107,447 $172 Million
Q4 2019 Feb 05, 2020	BUY	$35.1 - $51.07 $6.59 Million - $9.59 Million	187,770 Added 4.5%	4,364,429 $208 Million
Q3 2019 Nov 13, 2019	BUY	$36.12 - $44.28 $5.31 Million - $6.5 Million	146,875 Added 3.64%	4,176,659 $175 Million
Q2 2019 Aug 12, 2019	BUY	$39.15 - $46.26 $5.65 Million - $6.68 Million	144,358 Added 3.72%	4,029,784 $162 Million
Q1 2019 May 10, 2019	BUY	$40.72 - $47.98 $14 Million - $16.5 Million	344,339 Added 9.72%	3,885,426 $166 Million
Q4 2018 Feb 14, 2019	BUY	$38.25 - $52.17 $7.4 Million - $10.1 Million	193,547 Added 5.78%	3,541,087 $147 Million
Q3 2018 Nov 14, 2018	BUY	$49.15 - $54.22 $3.93 Million - $4.33 Million	79,867 Added 2.44%	3,347,540 $165 Million
Q2 2018 Aug 13, 2018	BUY	$50.11 - $59.59 $5.42 Million - $6.44 Million	108,097 Added 3.42%	3,267,673 $0
Q1 2018 May 14, 2018	SELL	$48.9 - $57.76 $301,859 - $356,552	-6,173 Reduced 0.19%	3,159,576 $165 Million
Q4 2017 Feb 13, 2018	SELL	$43.27 - $52.28 $2.38 Million - $2.87 Million	-54,951 Reduced 1.71%	3,165,749 $163 Million
Q3 2017 Nov 02, 2017	BUY	$38.11 - $44.04 $123 Million - $142 Million	3,220,700	3,220,700 $141 Million

Others Institutions Holding SCHW

# of Institutions

2,136

Shares Held

1.45B

Call Options Held

16.9M

Put Options Held

22.4M

View Full List

About SCHWAB CHARLES CORP

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $151B
Description
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...

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Principal Financial Group Inc Schwab Charles Corp Transaction History