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Principia Wealth Advisory, LLC: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Principia Wealth Advisory, LLC on SCHZ, newest first. How the timeline and the estimate are built.

Principia Wealth Advisory, LLC held 4,174 SCHZ 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 4,174 shares
    Change vs previous 13F -2,427 shares

    0.05% of the 13F portfolio, value $96,545.

    13F-HR 0002041436-26-000005 filed by Principia Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 6,601 shares
    Change vs previous 13F -7,045 shares

    0.09% of the 13F portfolio, value $153,275.

    13F-HR 0002041436-26-000004 filed by Principia Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 13,646 shares
    Change vs previous 13F +4,376 shares

    0.2% of the 13F portfolio, value $318,907.

    13F-HR 0002041436-26-000002 filed by Principia Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,270 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $217,567.

    13F-HR 0002041436-26-000001 filed by Principia Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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