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Hidden Cove Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Hidden Cove Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-137,963
Closed -$3.22M – 120
2025
Q4 		$3.22M Sell
137,963
-4,514
-3% -$106K 2.09% 12
2025
Q3 		$3.34M Sell
142,477
-4,405
-3% -$102K 2.21% 12
2025
Q2 		$3.41M Sell
146,882
-45,377
-24% -$1.04M 2.47% 11
2025
Q1 		$4.45M Buy
192,259
+18,165
+10% +$416K 3.52% 7
2024
Q4 		$3.95M Buy
+174,094
New +$4.02M 3.21% 8

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hidden Cove Wealth Management's SCHZ Position: Q1 2026 in Review

Hidden Cove Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 137,963 shares — an estimated $3.22M sold.

Hidden Cove Wealth Management first reported a position in SCHZ in Q4 2024 and held it in 5 quarters. The position peaked at $4.45M in Q1 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Hidden Cove Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Hidden Cove Wealth Management sold 137,963 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $3.22M.
  • Hidden Cove Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 5 quarters.
  • Hidden Cove Wealth Management's Schwab US Aggregate Bond ETF position peaked at $4.45M in Q1 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.