Brady Martz Wealth Solutions, LLC Schwab Strategic Tr Us Large C Transaction History
Brady Martz Wealth Solutions, LLC
- $551 Billion
- Q3 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 1,350,229 shares of SCHV stock, worth $39.1 Million. This represents 7.14% of its overall portfolio holdings.
Number of Shares
1,350,229
Previous 1,396,345
3.3%
Holding current value
$39.1 Million
Previous $38.6 Billion
1.73%
% of portfolio
7.14%
Previous 7.47%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
975Shares Held
358MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL34.1MShares$989 Million10.12% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio