Hidden Cove Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Hidden Cove Wealth Management, LLC holds 34,325 shares of SCHV stock, worth $877,003. This represents 0.72% of its overall portfolio holdings.
Number of Shares
34,325
Previous 35,310
2.79%
Holding current value
$877,003
Previous $921 Million
0.89%
% of portfolio
0.72%
Previous 0.75%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
900Shares Held
330MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.41 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$994 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$843 Million10.21% of portfolio
-
Envestnet Asset Management Inc15.9MShares$407 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$258 Million0.66% of portfolio