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 $20.2 Million. This represents 17.03% of its overall portfolio holdings.
Number of Shares
770,213
Previous 740,486
4.01%
Holding current value
$20.2 Million
Previous $20.2 Billion
6.45%
% of portfolio
17.03%
Previous 16.42%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,998Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio