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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$16.6M	Sell	628,213 -142,000	-18%	-$3.76M	12.06%	2
2025 Q1	$21.5M	Buy	770,213 +29,727	+4%	+$831K	17.03%	1
2024 Q4	$20.2M	Buy	+740,486	New	+$20.2M	16.42%	1