Brady Martz Wealth Solutions, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 858,063 shares of SCHG stock, worth $25.9 Million. This represents 4.85% of its overall portfolio holdings.
Number of Shares
858,063
Previous 1,100,380
22.02%
Holding current value
$25.9 Million
Previous $27.6 Billion
9.04%
% of portfolio
4.85%
Previous 6.24%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,556Shares Held
759MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.45 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.27 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.24 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.15 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$742 Million0.25% of portfolio