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

Merkkuri Wealth Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.61M Buy
69,138
+2,718
+4% +$63.6K 1.06% 28
2025
Q4 		$1.55M Buy
66,420
+17,995
+37% +$423K 1.06% 30
2025
Q3 		$1.14M Buy
48,425
+3,062
+7% +$71.1K 0.82% 37
2025
Q2 		$1.05M Buy
45,363
+12,616
+39% +$289K 0.8% 39
2025
Q1 		$758K Buy
32,747
+1,883
+6% +$43.1K 0.65% 39
2024
Q4 		$701K Buy
30,864
+6,546
+27% +$151K 0.55% 43
2024
Q3 		$578K Buy
24,318
+7,944
+49% +$186K 0.46% 53
2024
Q2 		$373K Buy
+16,374
New +$371K 0.34% 60

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Merkkuri Wealth Advisors's SCHZ Position: Q1 2026 in Review

Merkkuri Wealth Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.1% in Q1 2026, buying an estimated $63.6K and bringing the position to 69,138 shares worth $1.61M. The position accounts for 1.06% of the portfolio, ranked #28.

Merkkuri Wealth Advisors first reported a position in SCHZ in Q2 2024 and has held it in 8 quarters since. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Merkkuri Wealth Advisors held 69,138 shares of Schwab US Aggregate Bond ETF worth $1.61M as of Q1 2026.
  • Merkkuri Wealth Advisors bought 2,718 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $63.6K.
  • Schwab US Aggregate Bond ETF made up 1.06% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #28 holding.
  • Merkkuri Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.