Hidden Cove Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Hidden Cove Wealth Management, LLC
- $123 Billion
- Q4 2024
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 174,094 shares of SCHZ stock, worth $3.98 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
174,094Holding current value
$3.98 Million% of portfolio
3.21%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
635Shares Held
109MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.6 Million5.37% of portfolio