A detailed history of Hidden Cove Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Hidden Cove Wealth Management, LLC holds 142,477 shares of SCHZ stock, worth $3.36 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
142,477
Previous 146,882 3.0%
Holding current value
$3.36 Million
Previous $3.41 Billion 2.04%
% of portfolio
2.21%
Previous 2.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

SELL
$22.9 - $23.58 $100,874 - $103,869
-4,405 Reduced 3.0%
142,477 $3.34 Billion
Q2 2025

Jul 15, 2025

SELL
$22.68 - $23.28 $1.03 Million - $1.06 Million
-45,377 Reduced 23.6%
146,882 $3.41 Billion
Q1 2025

Apr 24, 2025

BUY
$22.46 - $23.26 $407,985 - $422,517
18,165 Added 10.43%
192,259 $4.45 Billion
Q4 2024

Jan 29, 2025

BUY
$22.63 - $47.53 $3.94 Million - $8.27 Million
174,094 New
174,094 $3.95 Billion

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Hidden Cove Wealth Management, LLC Portfolio

Follow Hidden Cove Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hidden Cove Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hidden Cove Wealth Management, LLC with notifications on news.