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 $134,239. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,133Holding current value
$134,239% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding SCHQ
# of Institutions
111Shares Held
13.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.15MShares$102 Million0.03% of portfolio
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Mirae Asset Global Investments Co., Ltd.1.39MShares$45.1 Million0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC952KShares$30.9 Million0.01% of portfolio
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Mml Investors Services, LLC Springfield, MA816KShares$26.5 Million0.08% of portfolio
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Toroso Investments, LLC Massapequa, NY686KShares$22.3 Million0.17% of portfolio