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Brady Martz Wealth Solutions, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brady Martz Wealth Solutions, LLC on SCHD, newest first. How the timeline and the estimate are built.

Brady Martz Wealth Solutions, LLC held 616,226 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 616,226 shares
    Change vs previous 13F -3,903 shares

    2.95% of the 13F portfolio, value $19,540,523.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 620,129 shares
    Change vs previous 13F -102,842 shares

    3.24% of the 13F portfolio, value $19,025,550.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 722,971 shares
    Change vs previous 13F -67,842 shares

    3.49% of the 13F portfolio, value $19,831,097.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 790,813 shares
    Change vs previous 13F -54,713 shares

    3.92% of the 13F portfolio, value $21,589,186.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 845,526 shares
    Change vs previous 13F -185,298 shares

    4.33% of the 13F portfolio, value $22,406,450.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,030,824 shares
    Change vs previous 13F -42,926 shares

    6.53% of the 13F portfolio, value $28,821,835.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,073,750 shares
    Change vs previous 13F not available

    7.13% of the 13F portfolio, value $29,549,610.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).