Merkkuri Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Merkkuri Wealth Advisors LLC

$147 Billion
Q4 2025

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 197,078 shares of SCHD stock, worth $5.37 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares

197,078

Previous 336,336 41.4%

Holding current value

$5.37 Million

Previous $9.18 Billion 41.13%

% of portfolio

3.68%

Previous 6.66%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	SELL	$26.44 - $27.53 $3.68 Million - $3.83 Million	-139,258 Reduced 41.4%	197,078 $5.41 Billion
Q3 2025 Oct 29, 2025	SELL	$26.38 - $27.95 $420,180 - $445,187	-15,928 Reduced 4.52%	336,336 $9.18 Billion
Q2 2025 Aug 04, 2025	BUY	$24.32 - $27.87 $271,095 - $310,666	11,147 Added 3.27%	352,264 $9.33 Billion
Q1 2025 Apr 22, 2025	SELL	$27.01 - $28.54 $915,801 - $967,677	-33,906 Reduced 9.04%	341,117 $9.54 Billion
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

2,065

Shares Held

866M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Merkkuri Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History