Principia Wealth Advisory, LLC Schwab Strategic Tr Us Dividen Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 11,781 shares of SCHD stock, worth $323,741. This represents 0.26% of its overall portfolio holdings.
Number of Shares
11,781Holding current value
$323,741% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,013Shares Held
891MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.08 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.07 Billion0.43% of portfolio
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Rakuten Investment Management, Inc. Tokyo, M033MShares$908 Million4.23% of portfolio
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Wealthspire Advisors, LLC New York, NY29MShares$796 Million4.36% of portfolio
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Bank Of America Corp Charlotte, NC28.6MShares$785 Million0.06% of portfolio