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Schwab Strategic Tr us dividend eq shares owned by Merkkuri Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Merkkuri Wealth Advisors from 13F filings

Historical chart of Merkkuri Wealth Advisors investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Merkkuri Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 121k 84.53
2024-06-30 $8.9M 114k 77.76

More positions owned by Merkkuri Wealth Advisors

Schwab Us Dividend Equity Etf Equities (SCHD)
Spdr Portfolio S&p 500 Etf Equities (SPLG)
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Equities (SPY)
Ishares Trust Core Msci Eafe Etf Equities (IEFA)
Invesco Qqq Tr Unit Ser 1 Equities (QQQ)
Fidelity Total Bond Etf Equities (FBND)
Ishares Core S&p Us Growth Etf Equities (IUSG)
Ishares Core S&p 500 Etf Equities (IVV)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Equities (RSP)
J P Morgan Exchange Traded Fd Equity Premium Equities (JEPI)
Nvidia Corporation Equities (NVDA)
Ishares Core Us Aggregate Bond Etf Equities (AGG)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Ishares Tr Core Total Usd Equities (IUSB)
Ishares Core Msci Emerging Markets Etf Equities (IEMG)

View all positions for Merkkuri Wealth Advisors

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Management
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Sontag Advisory
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq