Brady Martz Wealth Solutions, LLC Schwab Strategic Tr Us Large C Transaction History
Brady Martz Wealth Solutions, LLC
- $415 Billion
- Q4 2024
A detailed history of Brady Martz Wealth Solutions, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 1,165,977 shares of SCHG stock, worth $32.9 Million. This represents 7.74% of its overall portfolio holdings.
Number of Shares
1,165,977Holding current value
$32.9 Million% of portfolio
7.74%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,331Shares Held
1.79BCall Options Held
140KPut Options Held
91.5K-
Koshinski Asset Management, Inc.1.56BShares$44.1 Billion97.59% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$317 Million2.41% of portfolio
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Envestnet Asset Management Inc10.9MShares$309 Million0.38% of portfolio
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Mather Group, Llc. Chicago, IL9.76MShares$275 Million13.14% of portfolio
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Sei Investments CO Oaks, PA9.56MShares$270 Million1.33% of portfolio