Hidden Cove Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Hidden Cove Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.64M	Sell	51,689 -95,039	-65%	-$3.02M	0.9%	24
2026 Q1	$4.5M	Sell	146,728 -383,863	-72%	-$11.6M	2.89%	10
2025 Q4	$14.6M	Sell	530,591 -17,350	-3%	-$472K	9.42%	2
2025 Q3	$15M	Sell	547,941 -80,272	-13%	-$2.19M	9.88%	2
2025 Q2	$16.6M	Sell	628,213 -142,000	-18%	-$3.71M	12.06%	2
2025 Q1	$21.5M	Buy	770,213 +29,727	+4%	+$829K	17.03%	1
2024 Q4	$20.2M	Buy	+740,486	New	+$21.1M	16.42%	1

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Hidden Cove Wealth Management's SCHD Position: Q2 2026 in Review

Hidden Cove Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 65% in Q2 2026, selling an estimated $3.02M and leaving 51,689 shares worth $1.64M. The position accounts for 0.9% of the portfolio, ranked #24.

Hidden Cove Wealth Management first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.5M in Q1 2025. 604 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Hidden Cove Wealth Management held 51,689 shares of Schwab US Dividend Equity ETF worth $1.64M as of Q2 2026.
Hidden Cove Wealth Management sold 95,039 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.02M.
Schwab US Dividend Equity ETF made up 0.9% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #24 holding.
Hidden Cove Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Hidden Cove Wealth Management's Schwab US Dividend Equity ETF position peaked at $21.5M in Q1 2025.
604 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.