Principia Wealth Advisory, LLC Schwab Strategic Tr Long Term Transaction History

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 4,133 shares of SCHQ stock, worth $132,917. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,133
Holding current value
$132,917
% of portfolio
0.11%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$30.46 - $33.4 $125,891 - $138,042
4,133 New
4,133 $132 Million

Others Institutions Holding SCHQ

# of Institutions
117
Shares Held
14.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
Track This Portfolio

Track Principia Wealth Advisory, LLC Portfolio

Follow Principia Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email