Brady Martz Wealth Solutions, LLC Schwab Us Aggregate Bond ETF Transaction History
Brady Martz Wealth Solutions, LLC
- $551 Billion
- Q3 2025
A detailed history of Brady Martz Wealth Solutions, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 187,840 shares of SCHZ stock, worth $4.4 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
187,840
Previous 188,746
0.48%
Holding current value
$4.4 Million
Previous $4.39 Billion
0.5%
% of portfolio
0.8%
Previous 0.85%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
704Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio