Principia Wealth Advisory, LLC
Position in FNDX — Schwab Fundamental U.S. Large Company ETF
CIK 2041436
DALLAS, TX
All Filings in FNDX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 FNDX | $569,161 | 18,301 | Shares | Sole | 2026-08-26 | |
| 2026-03-31 FNDX | $523,050 | 18,781 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 FNDX | $667,080 | 24,516 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 FNDX | $821,822 | 31,248 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 FNDX | $1,467,565 | 59,803 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 FNDX | $1,546,431 | 65,499 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 FNDX | $1,445,190 | 61,030 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||