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Schwab U S Small Cap ETF shares owned by Principia Wealth Advisory

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Principia Wealth Advisory from 13F filings

Historical chart of Principia Wealth Advisory investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Principia Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $910k 32k 28.48
2025-09-30 $446k 16k 27.90

More positions owned by Principia Wealth Advisory

Invesco Nasdaq 100 Etf Etf (QQQM)
Invesco Qqq Trust Series I Etf (QQQ)
Eyepoint Stock (EYPT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Ishares Gold Trust Etf (IAU)
Schwab High Yield Bond Etf Etf (SCYB)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Schwab 1000 Index Etf (SCHK)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)

View all positions for Principia Wealth Advisory

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Creative Planning
Northwestern Mutual Wealth Management Company
RMG Wealth Management
Financial Engines Advisors L.L.C
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
Valpey Financial Services
CI Private Wealth
Mariner Wealth Advisors
LPL Financial
Steele Capital Management

View all funds holding Schwab U S Small Cap ETF