Principia Wealth Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Principia Wealth Advisory’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.12M	Sell	58,746 -320	-0.5%	-$10.6K	1.06%	26
2026 Q1	$1.72M	Buy	59,066 +27,107	+85%	+$813K	0.97%	25
2025 Q4	$910K	Buy	31,959 +15,991	+100%	+$452K	0.57%	31
2025 Q3	$446K	Buy	+15,968	New	+$427K	0.31%	45

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Principia Wealth Advisory's SCHA Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.54% in Q2 2026, selling an estimated $10.6K and leaving 58,746 shares worth $2.12M. The position accounts for 1.06% of the portfolio, ranked #26.

Principia Wealth Advisory first reported a position in SCHA in Q3 2025 and has held it in 4 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Principia Wealth Advisory held 58,746 shares of Schwab U.S Small- Cap ETF worth $2.12M as of Q2 2026.
Principia Wealth Advisory sold 320 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $10.6K.
Schwab U.S Small- Cap ETF made up 1.06% of Principia Wealth Advisory's portfolio in Q2 2026, its #26 holding.
Principia Wealth Advisory first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 4 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.