Hidden Cove Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Hidden Cove Wealth Management, LLC
- $138 Billion
- Q2 2025
A detailed history of Hidden Cove Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hidden Cove Wealth Management, LLC holds 628,213 shares of SCHD stock, worth $16.9 Million. This represents 12.06% of its overall portfolio holdings.
Number of Shares
628,213
Previous 770,213
18.44%
Holding current value
$16.9 Million
Previous $21.5 Billion
22.7%
% of portfolio
12.06%
Previous 17.03%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,998Shares Held
896MCall Options Held
4.42MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.05 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
-
Morgan Stanley New York, NY29.4MShares$789 Million0.06% of portfolio