Hidden Cove Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Hidden Cove Wealth Management, LLC
- $151 Billion
- Q3 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 547,941 shares of SCHD stock, worth $14.6 Million. This represents 9.88% of its overall portfolio holdings.
Number of Shares
547,941
Previous 628,213
12.78%
Holding current value
$14.6 Million
Previous $16.6 Billion
10.14%
% of portfolio
9.88%
Previous 12.06%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,022Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio