Back to SCHW-PJ
Principia Wealth Advisory, LLC → SCHW-PJ
Principia Wealth Advisory, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
32
Latest value
$52K
Q2 2026
Peak value
$4.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $384K |
| Q3 2025 | $186K |
| Q3 2025 | $446K |
| Q3 2025 | $1.2M |
| Q3 2025 | $822K |
| Q3 2025 | $2.4M |
| Q3 2025 | $218K |
| Q3 2025 | $18K |
| Q4 2025 | $200K |
| Q4 2025 | $204K |
| Q4 2025 | $910K |
| Q4 2025 | $1M |
| Q4 2025 | $667K |
| Q4 2025 | $1.2M |
| Q4 2025 | $319K |
| Q4 2025 | $65K |
| Q1 2026 | $196K |
| Q1 2026 | $218K |
| Q1 2026 | $1.7M |
| Q1 2026 | $619K |
| Q1 2026 | $523K |
| Q1 2026 | $4.7M |
| Q1 2026 | $153K |
| Q1 2026 | $48K |
| Q2 2026 | $186K |
| Q2 2026 | $273K |
| Q2 2026 | $2.1M |
| Q2 2026 | $299K |
| Q2 2026 | $569K |
| Q2 2026 | $3.7M |
| Q2 2026 | $97K |
| Q2 2026 | $52K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $52K | 1.9K | — | — |
| Q2 2026 | $97K | 4.2K | — | — |
| Q2 2026 | $3.7M | 118.0K | — | — |
| Q2 2026 | $569K | 18.3K | — | — |
| Q2 2026 | $299K | 5.7K | — | — |
| Q2 2026 | $2.1M | 58.7K | — | — |
| Q2 2026 | $273K | 9.3K | — | — |
| Q2 2026 | $186K | 2.0K | — | — |
| Q1 2026 | $48K | 1.8K | — | — |
| Q1 2026 | $153K | 6.6K | — | — |
| Q1 2026 | $4.7M | 153.9K | — | — |
| Q1 2026 | $523K | 18.8K | — | — |
| Q1 2026 | $619K | 12.6K | — | — |
| Q1 2026 | $1.7M | 59.1K | — | — |
| Q1 2026 | $218K | 8.5K | — | — |
| Q1 2026 | $196K | 2.1K | — | — |
| Q4 2025 | $65K | 2.4K | — | — |
| Q4 2025 | $319K | 13.6K | — | — |
| Q4 2025 | $1.2M | 44.4K | — | — |
| Q4 2025 | $667K | 24.5K | — | — |
| Q4 2025 | $1M | 22.1K | — | — |
| Q4 2025 | $910K | 32.0K | — | — |
| Q4 2025 | $204K | 7.6K | — | — |
| Q4 2025 | $200K | 2.0K | — | — |
| Q3 2025 | $18K | 678 | — | — |
| Q3 2025 | $218K | 9.3K | — | — |
| Q3 2025 | $2.4M | 86.3K | — | — |
| Q3 2025 | $822K | 31.2K | — | — |
| Q3 2025 | $1.2M | 28.7K | — | — |
| Q3 2025 | $446K | 16.0K | — | — |
| Q3 2025 | $186K | 7.1K | — | — |
| Q3 2025 | $384K | 4.0K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Principia Wealth Advisory, LLC positions
ETHA
$24MINVESCO NASDAQ 100 ETF
ETHA
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ETHA
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LEO
$14.8MBNY MELLON US LARGE CAP CORE EQUITY ETF
ETHA
$13.8MINVESCO NASDAQ 100 ETF
VGES
$12.7MVANGUARD FTSE DEVELOPED MARKETS ETF
LEO
$12.5MBNY MELLON US LARGE CAP CORE EQUITY ETF
STT-PG
$12MSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF