Charles Schwab · PFG Holdings Trend
Principal Financial Group · SEC 13F
Charles Schwab Holdings of PFG by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 1.4M | $118M | — |
| 2024Q2 | 1.4M | $109M | -7.7% |
| 2024Q3 | 1.4M | $121M | +11.0% |
| 2024Q4 | 1.4M | $112M | -7.0% |
| 2025Q1 | 1.5M | $124M | +10.5% |
| 2025Q2 | 1.5M | $117M | -5.9% |
| 2025Q3 | 2.9M | $244M | +108.9% |
| 2025Q4 | 1.4M | $127M | -47.7% |
| 2026Q1 | 5.9M | $534M | +318.9% |
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Data source: SEC EDGAR Form 13F