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

Brady Martz Wealth Solutions, LLC

  • $517 Billion
  • Q2 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 188,746 shares of SCHZ stock, worth $4.37 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
188,746
Previous 362,081 47.87%
Holding current value
$4.37 Million
Previous $8.39 Billion 47.69%
% of portfolio
0.85%
Previous 1.9%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
709
Shares Held
171M
Call Options Held
1.7K
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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