Merkkuri Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Buy	45,363 +12,616	+39%	+$293K	0.8%	39
2025 Q1	$758K	Buy	32,747 +1,883	+6%	+$43.6K	0.65%	39
2024 Q4	$701K	Buy	30,864 +6,546	+27%	+$149K	0.55%	43
2024 Q3	$578K	Buy	24,318 +7,944	+49%	+$189K	0.46%	53
2024 Q2	$373K	Buy	+16,374	New	+$373K	0.34%	60