Brady Martz Wealth Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History
Brady Martz Wealth Solutions, LLC
- $551 Billion
- Q3 2025
A detailed history of Brady Martz Wealth Solutions, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 790,813 shares of SCHD stock, worth $21.5 Million. This represents 3.92% of its overall portfolio holdings.
Number of Shares
790,813
Previous 845,526
6.47%
Holding current value
$21.5 Million
Previous $22.4 Billion
3.65%
% of portfolio
3.92%
Previous 4.33%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio