Brady Martz Wealth Solutions, LLC Schwab Strategic Tr Us Large C Transaction History
Brady Martz Wealth Solutions, LLC
- $442 Billion
- Q1 2025
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 1,588,699 shares of SCHV stock, worth $41 Million. This represents 9.56% of its overall portfolio holdings.
Number of Shares
1,588,699
Previous 1,630,893
2.59%
Holding current value
$41 Million
Previous $42.7 Billion
1.1%
% of portfolio
9.56%
Previous 10.3%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
905Shares Held
331MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.43 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$851 Million10.21% of portfolio
-
Envestnet Asset Management Inc16.5MShares$425 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$261 Million0.66% of portfolio