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Schwab Strategic Tr shares owned by Hidden Cove Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Hidden Cove Wealth Management from 13F filings

Historical chart of Hidden Cove Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Hidden Cove Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Hidden Cove Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $372k 15k 25.68

More positions owned by Hidden Cove Wealth Management

Ishares Tr Rus Tp200 Gr Etf (IWY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Apple (AAPL)
Unity Software (U)
Janus Detroit Str Tr Henderson Securi (JSI)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SJNK)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded SHS (FDL)
Vistra Energy (VST)

View all positions for Hidden Cove Wealth Management

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Summit Financial
Citadel Advisors
Goldman Sachs Group
Chapman Financial Group
LPL Financial
Mercer Global Advisors
Susquehanna International
Mariner Wealth Advisors
Jane Street
Hidden Cove Wealth Management
Chapin Davis
Orin Green Financial

View all funds holding Schwab Strategic Tr