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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024

BUY
$68.82 - $75.98 $2.51 Million - $2.77 Million
36,465 Added 12.18%
335,790 $25.5 Million
Q4 2023

Jan 16, 2024

BUY
$61.16 - $70.24 $18.3 Million - $21 Million
299,325 New
299,325 $21 Million
Q1 2023

May 10, 2023

SELL
$62.59 - $69.3 $207,798 - $230,076
-3,320 Reduced 14.37%
19,776 $1.3 Million
Q4 2022

Jan 13, 2023

SELL
$64.27 - $69.24 $685,760 - $738,790
-10,670 Reduced 31.6%
23,096 $0
Q3 2022

Oct 13, 2022

SELL
N/A
-3,688 Reduced 9.85%
33,766 $1.98 Million
Q2 2022

Jul 11, 2022

BUY
N/A
37,454 New
37,454 $2.34 Million

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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