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Hidden Cove Wealth Management, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hidden Cove Wealth Management, LLC on SCHD, newest first. How the timeline and the estimate are built.

Hidden Cove Wealth Management, LLC held 51,689 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,689 shares
    Change vs previous 13F -95,039 shares

    0.9% of the 13F portfolio, value $1,639,058.

    13F-HR 0002085853-26-000798 filed by Hidden Cove Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 146,728 shares
    Change vs previous 13F -383,863 shares

    2.89% of the 13F portfolio, value $4,501,616.

    13F-HR 0002085853-26-000452 filed by Hidden Cove Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 530,591 shares
    Change vs previous 13F -17,350 shares

    9.42% of the 13F portfolio, value $14,554,112.

    13F-HR 0002085853-26-000170 filed by Hidden Cove Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 547,941 shares
    Change vs previous 13F -80,272 shares

    9.88% of the 13F portfolio, value $14,958,791.

    13F-HR 0002085853-25-000157 filed by Hidden Cove Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 628,213 shares
    Change vs previous 13F -142,000 shares

    12.06% of the 13F portfolio, value $16,647,646.

    13F-HR 0001667731-25-000809 filed by Hidden Cove Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 770,213 shares
    Change vs previous 13F +29,727 shares

    17.03% of the 13F portfolio, value $21,535,157.

    13F-HR 0001667731-25-000507 filed by Hidden Cove Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 740,486 shares
    Change vs previous 13F not available

    16.42% of the 13F portfolio, value $20,230,079.

    13F-HR 0001667731-25-000163 filed by Hidden Cove Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).