Merkkuri Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Merkkuri Wealth Advisors LLC

  • $127 Billion
  • Q3 2024

A detailed history of Merkkuri Wealth Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 12,159 shares of SCHZ stock, worth $278,805. This represents 0.46% of its overall portfolio holdings.

Number of Shares
12,159
Previous 8,187 48.52%
Holding current value
$278,805
Previous $373 Million 54.83%
% of portfolio
0.46%
Previous 0.34%

Shares

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

Oct 23, 2024
BUY
$45.2 - $47.87 $179,534 - $190,139
3,972 Added 48.52%
12,159 $578 Million
Q2 2024

Oct 23, 2024
BUY
$44.66 - $45.99 $365,631 - $376,520
8,187 New
8,187 $373 Million

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.7M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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