Brady Martz Wealth Solutions, LLC Schwab Us Aggregate Bond ETF Transaction History
Brady Martz Wealth Solutions, LLC
- $415 Billion
- Q4 2024
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 425,198 shares of SCHZ stock, worth $9.83 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
425,198Holding current value
$9.83 Million% of portfolio
2.31%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
684Shares Held
167MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
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Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio