Brady Martz Wealth Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History

Brady Martz Wealth Solutions, LLC

  • $517 Billion
  • Q2 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 845,526 shares of SCHD stock, worth $22.7 Million. This represents 4.33% of its overall portfolio holdings.

Number of Shares
845,526
Previous 1,030,824 17.98%
Holding current value
$22.7 Million
Previous $28.8 Billion 22.26%
% of portfolio
4.33%
Previous 6.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$24.32 - $27.87 $4.51 Million - $5.16 Million
-185,298 Reduced 17.98%
845,526 $22.4 Billion
Q1 2025

Apr 21, 2025
SELL
$27.01 - $28.54 $1.16 Million - $1.23 Million
-42,926 Reduced 4.0%
1,030,824 $28.8 Billion
Q4 2024

Jan 16, 2025
BUY
$26.93 - $84.95 $28.9 Million - $91.2 Million
1,073,750 New
1,073,750 $29.5 Billion

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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