Brady Martz Wealth Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History

Brady Martz Wealth Solutions, LLC

  • $568 Billion
  • Q4 2025

A detailed history of Brady Martz Wealth Solutions, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 722,971 shares of SCHD stock, worth $19.7 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares
722,971
Previous 790,813 8.58%
Holding current value
$19.7 Million
Previous $21.6 Billion 8.14%
% of portfolio
3.49%
Previous 3.92%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
SELL
$26.44 - $27.53 $1.79 Million - $1.87 Million
-67,842 Reduced 8.58%
722,971 $19.8 Billion
Q3 2025

Oct 15, 2025
SELL
$26.38 - $27.95 $1.44 Million - $1.53 Million
-54,713 Reduced 6.47%
790,813 $21.6 Billion
Q2 2025

Jul 14, 2025
SELL
$24.32 - $27.87 $4.51 Million - $5.16 Million
-185,298 Reduced 17.98%
845,526 $22.4 Billion
Q1 2025

Apr 21, 2025
SELL
$27.01 - $28.54 $1.16 Million - $1.23 Million
-42,926 Reduced 4.0%
1,030,824 $28.8 Billion
Q4 2024

Jan 16, 2025
BUY
$26.93 - $84.95 $28.9 Million - $91.2 Million
1,073,750 New
1,073,750 $29.5 Billion

Others Institutions Holding SCHD

# of Institutions
2,061
Shares Held
865M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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