SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Merkkuri Wealth Advisors LLC's Holding History (CIK: 0002040317)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 197,078 Value ($000) $5,406 Avg Close — Range —
Q3 2025
Shares 336,336 Value ($000) $9,182 Avg Close — Range —
Q2 2025
Shares 352,264 Value ($000) $9,335 Avg Close — Range —
Q1 2025
Shares 341,117 Value ($000) $9,538 Avg Close — Range —
Q4 2024
Shares 375,023 Value ($000) $10,246 Avg Close — Range —
Q3 2024
Shares 121,255 Value ($000) $10,250 Avg Close — Range —
Q2 2024
Shares 113,969 Value ($000) $8,862 Avg Close — Range —