Cooper Financial Group Schwab Strategic Tr Us Large C Transaction History
Cooper Financial Group
- $602 Million
- Q1 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 335,790 shares of SCHV stock, worth $24.8 Million. This represents 4.24% of its overall portfolio holdings.
Number of Shares
335,790
Previous 299,325
12.18%
Holding current value
$24.8 Million
Previous $21 Million
21.59%
% of portfolio
4.24%
Previous 3.83%
Shares
6 transactions
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.41 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$810 Million1.25% of portfolio
-
Mather Group, Llc. Chicago, IL10.5MShares$777 Million12.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$339 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$303 Million10.12% of portfolio