Principal Financial Group Inc Schwab Strategic Us Tips ETF Transaction History

Principal Financial Group Inc

$1.66 Trillion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$51.58 - $53.79 $532,666 - $555,489	10,327 Added 6.32%	173,650 $9.31 Million
Q2 2024 Jul 29, 2024	SELL	$51.1 - $52.24 $7.3 Million - $7.46 Million	-142,892 Reduced 46.66%	163,323 $8.49 Million
Q1 2024 Apr 29, 2024	BUY	$51.32 - $52.45 $1.53 Million - $1.56 Million	29,750 Added 10.76%	306,215 $16 Million
Q4 2023 Feb 07, 2024	SELL	$49.69 - $52.46 $10.7 Million - $11.3 Million	-214,824 Reduced 43.73%	276,465 $14.4 Million
Q3 2023 Nov 02, 2023	SELL	$50.37 - $52.48 $4.66 Million - $4.85 Million	-92,486 Reduced 15.84%	491,289 $24.8 Million
Q2 2023 Aug 07, 2023	SELL	$52.18 - $54.02 $967,625 - $1 Million	-18,544 Reduced 3.08%	583,775 $30.6 Million
Q1 2023 May 09, 2023	BUY	$51.68 - $53.62 $11.1 Million - $11.5 Million	214,325 Added 55.24%	602,319 $32.3 Million
Q4 2022 Feb 09, 2023	SELL	$51.47 - $53.83 $16.7 Million - $17.5 Million	-324,756 Reduced 45.56%	387,994 $20.1 Million
Q3 2022 Nov 09, 2022	BUY	$51.8 - $57.88 $36.9 Million - $41.3 Million	712,750 New	712,750 $36.9 Million
Q1 2021 May 10, 2021	BUY	$60.52 - $62.31 $292,069 - $300,708	4,826 New	4,826 $295,000

Others Institutions Holding SCHP

# of Institutions

685

Shares Held

155M

Call Options Held

60.2K

Put Options Held

1.3K

Empower Advisory Group, LLC Greenwood Village, CO

17.7M
Shares

$458 Million
3.23% of portfolio
Quadratic Capital Management LLC

11.4M
Shares

$295 Million
97.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.97M
Shares

$257 Million
0.04% of portfolio
Personal Capital Advisors Corp

8.42M
Shares

$217 Million
2.12% of portfolio
Sei Investments CO Oaks, PA

5.38M
Shares

$139 Million
0.39% of portfolio

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