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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.1M | 48k | 23.47 |
| 2025-06-30 | $1.1M | 45k | 23.24 |
| 2025-03-31 | $758k | 33k | 23.16 |
| 2024-12-31 | $701k | 31k | 22.70 |
| 2024-09-30 | $578k | 12k | 47.52 |
| 2024-06-30 | $373k | 8.2k | 45.58 |
Top funds holding Schwab Strategic Tr us aggregate b
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