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Brady Martz Wealth Solutions, LLC: SCHF position timeline

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

Brady Martz Wealth Solutions, LLC held 456,965 SCHF 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 456,965 shares
    Change vs previous 13F -33 shares

    1.91% of the 13F portfolio, value $12,657,939.

    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 456,998 shares
    Change vs previous 13F -229,397 shares

    1.93% of the 13F portfolio, value $11,310,703.

    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 686,395 shares
    Change vs previous 13F -19,792 shares

    2.91% of the 13F portfolio, value $16,500,939.

    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 706,187 shares
    Change vs previous 13F -18,413 shares

    2.98% of the 13F portfolio, value $16,440,044.

    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 724,600 shares
    Change vs previous 13F -52,821 shares

    3.1% of the 13F portfolio, value $16,013,670.

    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 777,421 shares
    Change vs previous 13F -43,884 shares

    3.48% of the 13F portfolio, value $15,377,382.

    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 821,305 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $15,153,073.

    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).