Principia Wealth Advisory’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.59M	Sell	82,622 -49,330	-37%	-$1.54M	1.29%	23
2026 Q1	$4.15M	Buy	131,952 +43,289	+49%	+$1.38M	2.35%	13
2025 Q4	$2.81M	Buy	88,663 +38,146	+76%	+$1.23M	1.76%	17
2025 Q3	$1.63M	Buy	50,517 +46,384	+1,122%	+$1.47M	1.13%	23
2025 Q2	$132K	Buy	+4,133	New	+$130K	0.11%	80

Other funds holding SCHQ

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

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

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Principia Wealth Advisory reduced its Schwab Long-Term US Treasury ETF (SCHQ) stake by 37% in Q2 2026, selling an estimated $1.54M and leaving 82,622 shares worth $2.59M. The position accounts for 1.29% of the portfolio, ranked #23.

Principia Wealth Advisory first reported a position in SCHQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.15M in Q1 2026. 118 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

Principia Wealth Advisory held 82,622 shares of Schwab Long-Term US Treasury ETF worth $2.59M as of Q2 2026.
Principia Wealth Advisory sold 49,330 Schwab Long-Term US Treasury ETF shares in Q2 2026, an estimated $1.54M.
Schwab Long-Term US Treasury ETF made up 1.29% of Principia Wealth Advisory's portfolio in Q2 2026, its #23 holding.
Principia Wealth Advisory first reported a position in Schwab Long-Term US Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's Schwab Long-Term US Treasury ETF position peaked at $4.15M in Q1 2026.
118 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

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