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Brady Martz Wealth Solutions, LLC: SCHZ position timeline

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

Brady Martz Wealth Solutions, LLC held 131,546 SCHZ 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 131,546 shares
    Change vs previous 13F -4,257 shares

    0.46% of the 13F portfolio, value $3,042,659.

    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 135,803 shares
    Change vs previous 13F -23,169 shares

    0.54% of the 13F portfolio, value $3,153,346.

    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 158,972 shares
    Change vs previous 13F -28,868 shares

    0.65% of the 13F portfolio, value $3,715,176.

    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 187,840 shares
    Change vs previous 13F -906 shares

    0.8% of the 13F portfolio, value $4,408,605.

    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 188,746 shares
    Change vs previous 13F -173,335 shares

    0.85% of the 13F portfolio, value $4,386,457.

    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 362,081 shares
    Change vs previous 13F -63,117 shares

    1.9% of the 13F portfolio, value $8,385,796.

    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 425,198 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $9,558,451.

    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).