Principia Wealth Advisory, LLC Schwab Short Term Us Treasury Transaction History

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 136 shares of SCHO stock, worth $3,308. This represents 0.0% of its overall portfolio holdings.

Number of Shares
136
Previous 50 172.0%
Holding current value
$3,308
Previous $1.2 Million 174.48%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$24.1 - $24.33 $2,072 - $2,092
86 Added 172.0%
136 $3.3 Million
Q4 2024

Apr 11, 2025
BUY
$24.06 - $48.88 $1,203 - $2,444
50 New
50 $1.2 Million

Others Institutions Holding SCHO

# of Institutions
673
Shares Held
351M
Call Options Held
56.5K
Put Options Held
44.6K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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