Merkkuri Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Merkkuri Wealth Advisors LLC

  • $126 Billion
  • Q4 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 375,023 shares of SCHD stock, worth $10.5 Million. This represents 8.1% of its overall portfolio holdings.

Number of Shares
375,023
Previous 121,255 209.28%
Holding current value
$10.5 Million
Previous $10.2 Billion 0.04%
% of portfolio
8.1%
Previous 8.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$26.93 - $84.95 $6.83 Million - $21.6 Million
253,768 Added 209.28%
375,023 $10.2 Billion
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
1,800
Shares Held
384M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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