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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$312K Buy
+11,781
New +$312K 0.26% 45