Principia Wealth Advisory, LLC: SCHD position timeline

Principia Wealth Advisory, LLC held 117,965 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 117,965 shares

   Change vs previous 13F -35,921 shares

   1.87% of the 13F portfolio, value $3,741,865.

   13F-HR 0002041436-26-000005 filed by Principia Wealth Advisory, LLC
   Filed 2026-08-26 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 153,886 shares

   Change vs previous 13F +109,484 shares

   2.67% of the 13F portfolio, value $4,720,142.

   13F-HR 0002041436-26-000004 filed by Principia Wealth Advisory, LLC
   Filed 2026-08-26 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 44,402 shares

   Change vs previous 13F -41,921 shares

   0.76% of the 13F portfolio, value $1,217,951.

   13F-HR 0002041436-26-000002 filed by Principia Wealth Advisory, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 86,323 shares

   Change vs previous 13F +74,542 shares

   1.68% of the 13F portfolio, value $2,356,630.

   13F-HR 0002041436-26-000001 filed by Principia Wealth Advisory, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 11,781 shares

   Change vs previous 13F not available

   0.27% of the 13F portfolio, value $312,197.

   13F-HR 0002041436-25-000004 filed by Principia Wealth Advisory, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).