Merkkuri Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Merkkuri Wealth Advisors LLC

  • $132 Billion
  • Q2 2025

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 45,363 shares of SCHZ stock, worth $1.06 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
45,363
Previous 32,747 38.53%
Holding current value
$1.06 Million
Previous $758 Million 39.0%
% of portfolio
0.8%
Previous 0.65%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$22.68 - $23.28 $286,130 - $293,700
12,616 Added 38.53%
45,363 $1.05 Billion
Q1 2025

Apr 22, 2025
BUY
$22.46 - $23.26 $42,292 - $43,798
1,883 Added 6.1%
32,747 $758 Million
Q4 2024

Jan 21, 2025
BUY
$22.63 - $47.53 $423,294 - $889,048
18,705 Added 153.84%
30,864 $701 Million
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
715
Shares Held
169M
Call Options Held
0
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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