Principia Wealth Advisory’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$186K	Sell	2,019 -71	-3%	-$6.47K	0.09%	76
2026 Q1	$196K	Buy	2,090 +85	+4%	+$8.34K	0.11%	74
2025 Q4	$200K	Sell	2,005 -2,022	-50%	-$192K	0.13%	73
2025 Q3	$384K	Buy	4,027 +11	+0.3%	+$1.04K	0.27%	49
2025 Q2	$366K	Buy	4,016 +13	+0.3%	+$1.09K	0.31%	39
2025 Q1	$301K	Buy	4,003 +13	+0.3%	+$1.02K	0.29%	36
2024 Q4	$295K	Buy	+3,990	New	+$299K	0.28%	36

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Principia Wealth Advisory reduced its Charles Schwab (SCHW) stake by 3.4% in Q2 2026, selling an estimated $6.47K and leaving 2,019 shares worth $186K. The position accounts for 0.09% of the portfolio, ranked #76.

Principia Wealth Advisory first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $384K in Q3 2025. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Principia Wealth Advisory held 2,019 shares of Charles Schwab worth $186K as of Q2 2026.
Principia Wealth Advisory sold 71 Charles Schwab shares in Q2 2026, an estimated $6.47K.
Charles Schwab made up 0.09% of Principia Wealth Advisory's portfolio in Q2 2026, its #76 holding.
Principia Wealth Advisory first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Charles Schwab position peaked at $384K in Q3 2025.
2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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