Hidden Cove Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Hidden Cove Wealth Management, LLC
- $126 Billion
- Q1 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 770,213 shares of SCHD stock, worth $19.8 Million. This represents 17.03% of its overall portfolio holdings.
Number of Shares
770,213
Previous 740,486
4.01%
Holding current value
$19.8 Million
Previous $20.2 Billion
6.45%
% of portfolio
17.03%
Previous 16.42%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio