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 $9.72 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
425,198Holding current value
$9.72 Million% of portfolio
2.31%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
632Shares Held
106MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.9 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.6 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.7 Million5.37% of portfolio