Principia Wealth Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.74M	Sell	117,965 -35,921	-23%	-$1.14M	1.86%	17
2026 Q1	$4.72M	Buy	153,886 +109,484	+247%	+$3.32M	2.67%	10
2025 Q4	$1.22M	Sell	44,402 -41,921	-49%	-$1.14M	0.76%	27
2025 Q3	$2.36M	Buy	86,323 +74,542	+633%	+$2.03M	1.63%	19
2025 Q2	$312K	Buy	+11,781	New	+$308K	0.26%	45

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Principia Wealth Advisory reduced its Schwab US Dividend Equity ETF (SCHD) stake by 23% in Q2 2026, selling an estimated $1.14M and leaving 117,965 shares worth $3.74M. The position accounts for 1.86% of the portfolio, ranked #17.

Principia Wealth Advisory first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.72M in Q1 2026. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Principia Wealth Advisory held 117,965 shares of Schwab US Dividend Equity ETF worth $3.74M as of Q2 2026.
Principia Wealth Advisory sold 35,921 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.14M.
Schwab US Dividend Equity ETF made up 1.86% of Principia Wealth Advisory's portfolio in Q2 2026, its #17 holding.
Principia Wealth Advisory first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's Schwab US Dividend Equity ETF position peaked at $4.72M in Q1 2026.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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