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Schwab Strategic Tr us aggregate b shares owned by Merkkuri Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Merkkuri Wealth Advisors from 13F filings

Historical chart of Merkkuri Wealth Advisors investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b 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 aggregate b by Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $701k 31k 22.70
2024-09-30 $578k 12k 47.52
2024-06-30 $373k 8.2k 45.58

More positions owned by Merkkuri Wealth Advisors

Schwab Strategic Tr Equities (SCHD)
Spdr Ser Tr Equities (SPLG)
Spdr S&p 500 Etf Tr Equities (SPY)
Invesco Qqq Tr Equities (QQQ)
Fidelity Merrimack Str Tr Equities (FBND)
Ishares Tr Equities (IUSG)
Ishares Tr Equities (IJH)
J P Morgan Exchange Traded F Equities (JEPI)
Ishares Tr Equities (IEFA)
Invesco Exchange Traded Fd T Equities (RSP)
Ishares Tr Equities (IVV)
Ishares Tr Equities (AGG)
First Tr Exchange-traded Equities (FTHI)
Ishares Equities (IEMG)
Ishares Tr Equities (IVW)

View all positions for Merkkuri Wealth Advisors

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Charles Schwab Trust
Ameriprise Financial
Total Wealth Planning
Honkamp Krueger Financial Services
Rockbridge Investment Management, LCC
McAdam
Financial Engines Advisors L.L.C
Hengehold Capital Management
Envestnet Asset Management
BlueSky Wealth Advisors
Wealth Enhancement Advisory Services
Resources Investment Advisors
Goldman Sachs Group
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b