Brady Martz Wealth Solutions, LLC Schwab Strategic Tr Us Large C Transaction History
Brady Martz Wealth Solutions, LLC
- $517 Billion
- Q2 2025
A detailed history of Brady Martz Wealth Solutions, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 1,396,345 shares of SCHV stock, worth $38.9 Million. This represents 7.47% of its overall portfolio holdings.
Number of Shares
1,396,345
Previous 1,588,699
12.11%
Holding current value
$38.9 Million
Previous $42.2 Billion
8.5%
% of portfolio
7.47%
Previous 9.56%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
935Shares Held
337MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA53.3MShares$1.49 Billion3.04% of portfolio
-
Sei Investments CO Oaks, PA40.6MShares$1.13 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$920 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.5MShares$460 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.6MShares$322 Million0.73% of portfolio