Hidden Cove Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Hidden Cove Wealth Management, LLC holds 34,144 shares of SCHV stock, worth $993,931. This represents 0.68% of its overall portfolio holdings.
Number of Shares
34,144
Previous 34,325
0.53%
Holding current value
$993,931
Previous $912 Million
3.55%
% of portfolio
0.68%
Previous 0.72%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
961Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.53 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.25 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$960 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$471 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$349 Million0.63% of portfolio