Skip to content
Disclosery

Brady Martz Wealth Solutions, LLC: SCHG position timeline

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

Brady Martz Wealth Solutions, LLC held 681,131 SCHG 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 681,131 shares
    Change vs previous 13F -3,901 shares

    3.48% of the 13F portfolio, value $23,049,483.

    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 685,032 shares
    Change vs previous 13F -122,041 shares

    3.4% of the 13F portfolio, value $19,954,996.

    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 807,073 shares
    Change vs previous 13F -37,213 shares

    4.64% of the 13F portfolio, value $26,326,716.

    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 844,286 shares
    Change vs previous 13F -13,777 shares

    4.89% of the 13F portfolio, value $26,941,155.

    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 858,063 shares
    Change vs previous 13F -242,317 shares

    4.85% of the 13F portfolio, value $25,064,034.

    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 1,100,380 shares
    Change vs previous 13F -65,597 shares

    6.24% of the 13F portfolio, value $27,553,509.

    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 1,165,977 shares
    Change vs previous 13F not available

    7.74% of the 13F portfolio, value $32,076,025.

    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).