Merkkuri Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Merkkuri Wealth Advisors LLC

  • $126 Billion
  • Q4 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 30,864 shares of SCHZ stock, worth $713,884. This represents 0.55% of its overall portfolio holdings.

Number of Shares
30,864
Previous 12,159 153.84%
Holding current value
$713,884
Previous $578 Million 21.26%
% of portfolio
0.55%
Previous 0.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
684
Shares Held
165M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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