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Livermore
Livermore
ZHEN

Principle Wealth Partners LLC

SEC CIK
0001743413
Latest filing
Aug 7, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Principle Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
4,753
Value
$438.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Principle Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,753$438.6K<0.1%−1,513−24.1%ReducedHolders
Q1 20266,266$588.9K<0.1%00.0%UnchangedHolders
Q4 20256,266$626.0K<0.1%+282+4.7%AddedHolders
Q3 20255,984$571.3K<0.1%+94+1.6%AddedHolders
Q2 20255,890$537.4K<0.1%+113+2.0%AddedHolders
Q1 20255,777$452.3K<0.1%00.0%UnchangedHolders
Q4 20245,777$427.6K<0.1%+150+2.7%AddedHolders
Q3 20245,627$364.7K<0.1%−43,420−88.5%ReducedHolders
Q2 202449,047$3.61M0.3%−1,895−3.7%ReducedHolders
Q1 202450,942$3.69M0.3%−202−0.4%ReducedHolders
Q4 202351,144$3.52M0.3%−468−0.9%ReducedHolders
Q3 202351,612$2.83M0.3%+146+0.3%AddedHolders
Q2 202351,466$2.92M0.3%+3,966+8.3%AddedHolders
Q1 202347,500$2.49M0.3%+41,898+747.9%AddedHolders
Q4 20225,602$466.4K0.1%−62−1.1%ReducedHolders
Q3 20225,664$407.0K0.1%00.0%UnchangedHolders
Q2 20225,664$358.0K<0.1%00.0%UnchangedHolders
Q1 20225,664$478.0K0.1%00.0%UnchangedHolders
Q4 20215,664$476.0K<0.1%+124+2.2%AddedHolders
Q3 20215,540$404.0K<0.1%00.0%UnchangedHolders
Q2 20215,540$403.0K<0.1%00.0%UnchangedHolders
Q1 20215,540$361.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.