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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.14M Buy
2025
Q2
$1.05M Buy
2025
Q1
$758K Buy
2024
Q4
$701K Buy
2024
Q3
$578K Buy
2024
Q2
$373K Buy