Hidden Cove Wealth Management
SCHR icon

Hidden Cove Wealth Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Hidden Cove Wealth Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.48M Sell
104,625
-275,721
-72% -$6.7M 1.33% 17
2026
Q2 		$9.38M Sell
380,346
-288
-0.1% -$7.12K 5.17% 3
2026
Q1 		$9.48M Buy
380,634
+331,172
+670% +$8.3M 6.09% 3
2025
Q4 		$1.24M Buy
+49,462
New +$1.24M 0.8% 22

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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Cornerstone Wealth Advisors
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Hidden Cove Wealth Management's SCHR Position: Q3 2026 in Review

Hidden Cove Wealth Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 72% in Q3 2026, selling an estimated $6.7M and leaving 104,625 shares worth $2.48M. The position accounts for 1.33% of the portfolio, ranked #17.

Hidden Cove Wealth Management first reported a position in SCHR in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.48M in Q1 2026. 463 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Hidden Cove Wealth Management held 104,625 shares of Schwab Intermediately-Term US Treasury ETF worth $2.48M as of Q3 2026.
  • Hidden Cove Wealth Management sold 275,721 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $6.7M.
  • Schwab Intermediately-Term US Treasury ETF made up 1.33% of Hidden Cove Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Hidden Cove Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • Hidden Cove Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $9.48M in Q1 2026.
  • 463 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.