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Schwab Strategic Tr us dividend eq shares owned by Principia Wealth Advisory

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Principia Wealth Advisory from 13F filings

Historical chart of Principia Wealth Advisory investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 Strategic Tr us dividend eq by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 44k 27.43
2025-09-30 $2.4M 86k 27.30
2025-06-30 $312k 12k 26.50

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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)
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View all positions for Principia Wealth Advisory

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Cetera Investment Advisers
LPL Financial
Sumitomo Life Insurance
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Wells Fargo & Company
Honkamp Krueger Financial Services
Commonwealth Equity Services
Ameriprise Financial
Cassaday & Co Wealth Management

View all funds holding Schwab Strategic Tr us dividend eq