Hidden Cove Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Hidden Cove Wealth Management, LLC

  • $138 Billion
  • Q2 2025

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 146,882 shares of SCHZ stock, worth $3.39 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
146,882
Previous 192,259 23.6%
Holding current value
$3.39 Million
Previous $4.45 Billion 23.34%
% of portfolio
2.47%
Previous 3.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
707
Shares Held
169M
Call Options Held
1.7K
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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