Merkkuri Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Merkkuri Wealth Advisors LLC

  • $127 Billion
  • Q3 2024

A detailed history of Merkkuri Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 121,255 shares of SCHD stock, worth $3.42 Million. This represents 8.09% of its overall portfolio holdings.

Number of Shares
121,255
Previous 113,969 6.39%
Holding current value
$3.42 Million
Previous $8.86 Billion 15.65%
% of portfolio
8.09%
Previous 8.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$77.02 - $85.06 $561,167 - $619,747
7,286 Added 6.39%
121,255 $10.2 Billion
Q2 2024

Oct 23, 2024
BUY
$75.81 - $80.15 $8.64 Million - $9.13 Million
113,969 New
113,969 $8.86 Billion

Others Institutions Holding SCHD

# of Institutions
1,684
Shares Held
276M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Merkkuri Wealth Advisors LLC Portfolio

Follow Merkkuri Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merkkuri Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merkkuri Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email