Principia Wealth Advisory, LLC

Position in SCHA — Schwab U.S. Small-Cap ETF

CIK 2041436 DALLAS, TX

Back to SCHA Full portfolio

All Filings in SCHA

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 SCHA	$2,122,492	58,746	-0.5%	Shares	Sole	2026-08-26
2026-03-31 SCHA	$1,717,639	59,066	+84.8%	Shares	Sole	2026-08-26
2025-12-31 SCHA	$910,192	31,959	+100.1%	Shares	Sole	2026-02-10
2025-09-30 SCHA	$445,507	15,968	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.