SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 66,420 Value ($000) $1,552 Avg Close — Range —
Q3 2025
Shares 48,425 Value ($000) $1,137 Avg Close — Range —
Q2 2025
Shares 45,363 Value ($000) $1,054 Avg Close — Range —
Q1 2025
Shares 32,747 Value ($000) $758 Avg Close — Range —
Q4 2024
Shares 30,864 Value ($000) $701 Avg Close — Range —
Q3 2024
Shares 12,159 Value ($000) $578 Avg Close — Range —
Q2 2024
Shares 8,187 Value ($000) $373 Avg Close — Range —