Brady Martz Wealth Solutions, LLC Schwab Us Aggregate Bond ETF Transaction History

Brady Martz Wealth Solutions, LLC

  • $568 Billion
  • Q4 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 158,972 shares of SCHZ stock, worth $3.72 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
158,972
Previous 187,840 15.37%
Holding current value
$3.72 Million
Previous $4.41 Billion 15.73%
% of portfolio
0.65%
Previous 0.8%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
SELL
$23.37 - $23.7 $674,645 - $684,171
-28,868 Reduced 15.37%
158,972 $3.72 Billion
Q3 2025

Oct 15, 2025
SELL
$22.9 - $23.58 $20,747 - $21,363
-906 Reduced 0.48%
187,840 $4.41 Billion
Q2 2025

Jul 14, 2025
SELL
$22.68 - $23.28 $3.93 Million - $4.04 Million
-173,335 Reduced 47.87%
188,746 $4.39 Billion
Q1 2025

Apr 21, 2025
SELL
$22.46 - $23.26 $1.42 Million - $1.47 Million
-63,117 Reduced 14.84%
362,081 $8.39 Billion
Q4 2024

Jan 16, 2025
BUY
$22.63 - $47.53 $9.62 Million - $20.2 Million
425,198 New
425,198 $9.56 Billion

Others Institutions Holding SCHZ

# of Institutions
717
Shares Held
176M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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