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Schwab Strategic Tr long term us shares owned by Principia Wealth Advisory

Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by Principia Wealth Advisory from 13F filings

Historical chart of Principia Wealth Advisory investment in Schwab Strategic Tr long term us

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr long term us 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 long term us by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.8M 89k 31.70
2025-09-30 $1.6M 51k 32.31
2025-06-30 $132k 4.1k 31.89

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 Strategic Tr long term us

Envestnet Asset Management
LPL Financial
Mml Investors Services
Mirae Asset Global Investments
Carolina Wealth Advisors
Cetera Investment Advisers
Werba Rubin Papier Wealth Management
SFMG Wealth Advisors
Park Avenue Securities
Jpmorgan Chase & Co
Wells Fargo & Company
Toroso Investments
Goldman Sachs Group
Quadrature Capital
Thrivent Financial for Lutherans

View all funds holding Schwab Strategic Tr long term us