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Brady Martz Wealth Solutions, LLC: SCHV position timeline

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

Brady Martz Wealth Solutions, LLC held 1,134,296 SCHV 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 1,134,296 shares
    Change vs previous 13F -811 shares

    5.96% of the 13F portfolio, value $39,484,836.

    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 1,135,107 shares
    Change vs previous 13F -93,630 shares

    5.9% of the 13F portfolio, value $34,620,778.

    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 1,228,737 shares
    Change vs previous 13F -121,492 shares

    6.41% of the 13F portfolio, value $36,382,917.

    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 1,350,229 shares
    Change vs previous 13F -46,116 shares

    7.14% of the 13F portfolio, value $39,305,155.

    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 1,396,345 shares
    Change vs previous 13F -192,354 shares

    7.47% of the 13F portfolio, value $38,636,879.

    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 1,588,699 shares
    Change vs previous 13F -42,194 shares

    9.56% of the 13F portfolio, value $42,227,615.

    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 1,630,893 shares
    Change vs previous 13F not available

    10.3% of the 13F portfolio, value $42,696,781.

    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).