Brady Martz Wealth Solutions, LLC SCHD Holdings History
Brady Martz Wealth Solutions, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Brady Martz Wealth Solutions, LLC held 845,526.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $22.41 Mil. This investment constitutes 4.33% of their stock portfolio, and Brady Martz Wealth Solutions, LLC now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $26.47 for 228,224.00 shares. Based on historical transaction data and SCHD's current price of $27.28, Brady Martz Wealth Solutions, LLC's estimated gain on his SCHD holdings is $-1.42 Mil, reflecting a -4.65% gain to date.
Brady Martz Wealth Solutions, LLC SCHD ($27.28) Holding Chart
Brady Martz Wealth Solutions, LLC SCHD ($27.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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