Brady Martz Wealth Solutions’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Brady Martz Wealth Solutions’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.87M	Sell	130,042 -1,504	-1%	-$34.2K	0.43%	50
2026 Q2	$3.04M	Sell	131,546 -4,257	-3%	-$98.5K	0.46%	45
2026 Q1	$3.15M	Sell	135,803 -23,169	-15%	-$542K	0.54%	40
2025 Q4	$3.72M	Sell	158,972 -28,868	-15%	-$678K	0.65%	34
2025 Q3	$4.41M	Sell	187,840 -906	-0.5%	-$21K	0.8%	33
2025 Q2	$4.39M	Sell	188,746 -173,335	-48%	-$3.98M	0.85%	32
2025 Q1	$8.39M	Sell	362,081 -63,117	-15%	-$1.45M	1.9%	10
2024 Q4	$9.6M	Buy	+425,198	New	+$9.8M	2.31%	9

Other funds holding SCHZ

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Rockbridge Investment Management Syracuse, New York $1.25B AUM 8.34% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Brady Martz Wealth Solutions's SCHZ Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.1% in Q3 2026, selling an estimated $34.2K and leaving 130,042 shares worth $2.87M. The position accounts for 0.43% of the portfolio, ranked #50.

Brady Martz Wealth Solutions first reported a position in SCHZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.6M in Q4 2024. 602 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

Brady Martz Wealth Solutions held 130,042 shares of Schwab US Aggregate Bond ETF worth $2.87M as of Q3 2026.
Brady Martz Wealth Solutions sold 1,504 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $34.2K.
Schwab US Aggregate Bond ETF made up 0.43% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #50 holding.
Brady Martz Wealth Solutions first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's Schwab US Aggregate Bond ETF position peaked at $9.6M in Q4 2024.
602 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.