Brady Martz Wealth Solutions, LLC SCHV Holdings History
Brady Martz Wealth Solutions, LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, Brady Martz Wealth Solutions, LLC held 1.40 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $38.64 Mil. This investment constitutes 7.47% of their stock portfolio, and Brady Martz Wealth Solutions, LLC now holds 0.31% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $26.39 for 234,548.00 shares. Based on historical transaction data and SCHV's current price of $28.30, Brady Martz Wealth Solutions, LLC's estimated gain on his SCHV holdings is $1.67 Mil, reflecting a 3.80% gain to date.
Brady Martz Wealth Solutions, LLC SCHV ($28.30) Holding Chart
Brady Martz Wealth Solutions, LLC SCHV ($28.30) 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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