Principia Wealth Advisory, LLC
Position in SCHD — Schwab U.S. Dividend Equity ETF
CIK 2041436
DALLAS, TX
All Filings in SCHD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SCHD | $3,740,670 | 117,965 | Shares | Sole | 2026-08-26 | |
| 2026-03-31 SCHD | $4,721,222 | 153,886 | Shares | Sole | 2026-08-26 | |
| No filing history on record for this holder in this stock. | ||||||