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

Brady Martz Wealth Solutions, LLC

  • $442 Billion
  • Q1 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 362,081 shares of SCHZ stock, worth $8.4 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
362,081
Previous 425,198 14.84%
Holding current value
$8.4 Million
Previous $9.56 Billion 12.27%
% of portfolio
1.9%
Previous 2.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
690
Shares Held
168M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Brady Martz Wealth Solutions, LLC Portfolio

Follow Brady Martz Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brady Martz Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brady Martz Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email