Principia Wealth Advisory, LLC
Position in SCHZ — Schwab U.S. Aggregate Bond ETF
CIK 2041436
DALLAS, TX
All Filings in SCHZ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SCHZ | $96,544 | 4,174 | Shares | Sole | 2026-08-26 | |
| 2026-03-31 SCHZ | $153,275 | 6,601 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 SCHZ | $318,907 | 13,646 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 SCHZ | $217,566 | 9,270 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||