Principia Wealth Advisory’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$366K	Buy	4,016 +13	+0.3%	+$1.19K	0.31%	39
2025 Q1	$301K	Buy	4,003 +13	+0.3%	+$978	0.29%	36
2024 Q4	$295K	Buy	+3,990	New	+$295K	0.28%	36