Brady Martz Wealth Solutions, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 1,228,737 shares of SCHV stock, worth $35.6 Million. This represents 6.41% of its overall portfolio holdings.
Number of Shares
1,228,737
Previous 1,350,229
9.0%
Holding current value
$35.6 Million
Previous $39.3 Billion
7.43%
% of portfolio
6.41%
Previous 7.14%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
977Shares Held
359MCall 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, IL35.1MShares$1.02 Billion10.7% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio