Cooper Financial Group Schwab Strategic Tr Us Large C Transaction History
Cooper Financial Group
- $808 Million
- Q4 2024
A detailed history of Cooper Financial Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cooper Financial Group holds 1,430,875 shares of SCHV stock, worth $38.8 Million. This represents 4.62% of its overall portfolio holdings.
Number of Shares
1,430,875
Previous 447,324
219.87%
Holding current value
$38.8 Million
Previous $36 Million
3.76%
% of portfolio
4.62%
Previous 4.78%
Shares
9 transactions
Others Institutions Holding SCHV
# of Institutions
846Shares Held
171MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$131 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio