Cooper Financial Group Schwab Strategic Tr Us Large C Transaction History
Cooper Financial Group
- $866 Million
- Q3 2025
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 1,960,789 shares of SCHV stock, worth $55.8 Million. This represents 6.59% of its overall portfolio holdings.
Number of Shares
1,960,789
Previous 1,875,033
4.57%
Holding current value
$55.8 Million
Previous $51.9 Million
10.02%
% of portfolio
6.59%
Previous 6.37%
Shares
12 transactions
Others Institutions Holding SCHV
# of Institutions
963Shares Held
341MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.5 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.23 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$939 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$460 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$341 Million0.63% of portfolio