Hidden Cove Wealth Management, LLC SCHD Holdings History
Hidden Cove Wealth Management, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Hidden Cove Wealth Management, LLC held 628,213.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $16.65 Mil. This investment constitutes 12.06% of their stock portfolio, and Hidden Cove Wealth Management, LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. And since then Hidden Cove Wealth Management, LLC has made 1 purchases of SCHD, at an average price of $28.41, for a total of 770,213.00 shares. In addition, there have been 1 sales at an average price of $26.14 for 142,000.00 shares. Based on historical transaction data and SCHD's current price of $27.11, Hidden Cove Wealth Management, LLC's estimated gain on his SCHD holdings is $-1.14 Mil, reflecting a -5.22% gain to date.
Hidden Cove Wealth Management, LLC SCHD ($27.11) Holding Chart
Hidden Cove Wealth Management, LLC SCHD ($27.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
