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 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	$9.56M	Buy	+425,198	New	+$9.82M	2.31%	9

Other funds holding SCHZ

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Brady Martz Wealth Solutions's SCHZ Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.1% in Q2 2026, selling an estimated $98.5K and leaving 131,546 shares worth $3.04M. The position accounts for 0.46% of the portfolio, ranked #45.

Brady Martz Wealth Solutions first reported a position in SCHZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.56M in Q4 2024. 235 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Brady Martz Wealth Solutions held 131,546 shares of Schwab US Aggregate Bond ETF worth $3.04M as of Q2 2026.
Brady Martz Wealth Solutions sold 4,257 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $98.5K.
Schwab US Aggregate Bond ETF made up 0.46% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #45 holding.
Brady Martz Wealth Solutions first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's Schwab US Aggregate Bond ETF position peaked at $9.56M in Q4 2024.
235 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.