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 20,913 shares of SCHX stock, worth $489,364. This represents 0.19% of its overall portfolio holdings.

Number of Shares
20,913
Previous 16,033 30.44%
Holding current value
$489,364
Previous $1.03 Million 37.67%
% of portfolio
0.19%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$61.11 - $67.85 $298,216 - $331,108
4,880 Added 30.44%
20,913 $1.42 Million
Q2 2024

Jul 15, 2024

BUY
$58.7 - $64.78 $61,224 - $67,565
1,043 Added 6.96%
16,033 $1.03 Million
Q1 2024

Apr 11, 2024

BUY
$55.41 - $62.08 $109,434 - $122,608
1,975 Added 15.17%
14,990 $930,000
Q4 2023

Jan 16, 2024

BUY
$48.47 - $56.6 $630,837 - $736,649
13,015 New
13,015 $734,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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