Hidden Cove Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Hidden Cove Wealth Management, LLC
- $151 Billion
- Q3 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 142,477 shares of SCHZ stock, worth $3.33 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
142,477
Previous 146,882
3.0%
Holding current value
$3.33 Million
Previous $3.41 Billion
2.04%
% of portfolio
2.21%
Previous 2.47%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio