A detailed history of Cooper Financial Group transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cooper Financial Group holds 19,579 shares of SCHA stock, worth $538,226. This represents 0.14% of its overall portfolio holdings.

Number of Shares
19,579
Previous 19,483 0.49%
Holding current value
$538,226
Previous $959,000 3.13%
% of portfolio
0.14%
Previous 0.16%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$45.24 - $49.04 $4,343 - $4,707
96 Added 0.49%
19,579 $929,000
Q1 2024

Apr 11, 2024

BUY
$44.84 - $49.24 $39,638 - $43,528
884 Added 4.75%
19,483 $959,000
Q4 2023

Jan 16, 2024

SELL
$38.13 - $48.02 $338,899 - $426,801
-8,888 Reduced 32.34%
18,599 $878,000
Q3 2023

Oct 13, 2023

BUY
$40.85 - $46.1 $81 - $92
2 Added 0.01%
27,487 $1.14 Million
Q2 2023

Jul 07, 2023

SELL
$39.91 - $43.82 $96,063 - $105,474
-2,407 Reduced 8.05%
27,485 $1.2 Million
Q1 2023

May 10, 2023

SELL
$39.82 - $46.36 $1,075 - $1,251
-27 Reduced 0.09%
29,892 $1.25 Million
Q4 2022

Jan 13, 2023

BUY
$38.25 - $43.54 $1.14 Million - $1.3 Million
29,919 New
29,919 $0
Q2 2022

Jul 11, 2022

SELL
$37.88 - $48.01 $227,317 - $288,108
-6,001 Closed
0 $0
Q1 2022

Apr 12, 2022

BUY
$44.42 - $51.73 $87,951 - $102,425
1,980 Added 49.24%
6,001 $284,000
Q4 2021

Feb 11, 2022

SELL
$48.64 - $55.07 $4.17 Million - $4.72 Million
-85,738 Reduced 95.52%
4,021 $412,000
Q3 2021

Oct 06, 2021

SELL
$48.3 - $52.49 $114,471 - $124,401
-2,370 Reduced 2.57%
89,759 $8.99 Million
Q2 2021

Jul 12, 2021

BUY
$48.39 - $52.91 $388,910 - $425,237
8,037 Added 9.56%
92,129 $9.6 Million
Q1 2021

May 17, 2021

BUY
$43.89 - $52.63 $3.69 Million - $4.43 Million
84,092 New
84,092 $8.38 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
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