Cooper/Haims Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Cooper/Haims Advisors, LLC

  • $210 Million
  • Q3 2025

A detailed history of Cooper/Haims Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cooper/Haims Advisors, LLC holds 437,799 shares of SCHX stock, worth $11.6 Million. This represents 5.49% of its overall portfolio holdings.

Number of Shares
437,799
Previous 448,281 2.34%
Holding current value
$11.6 Million
Previous $11 Million 5.26%
% of portfolio
5.49%
Previous 5.49%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$24.46 - $26.5 $256,389 - $277,773
-10,482 Reduced 2.34%
437,799 $11.5 Million
Q2 2025

Aug 12, 2025
BUY
$19.6 - $24.44 $111,034 - $138,452
5,665 Added 1.28%
448,281 $11 Million
Q1 2025

May 09, 2025
SELL
$21.75 - $24.28 $36,692 - $40,960
-1,687 Reduced 0.38%
442,616 $9.77 Million
Q4 2024

Feb 13, 2025
BUY
$22.4 - $68.28 $6.57 Million - $20 Million
293,316 Added 194.27%
444,303 $10.3 Million
Q3 2024

Nov 12, 2024
SELL
$61.11 - $67.85 $101,198 - $112,359
-1,656 Reduced 1.08%
150,987 $10.2 Million
Q2 2024

Aug 09, 2024
SELL
$58.7 - $64.78 $953,053 - $1.05 Million
-16,236 Reduced 9.61%
152,643 $9.81 Million
Q1 2024

May 10, 2024
SELL
$55.41 - $62.08 $323,151 - $362,050
-5,832 Reduced 3.34%
168,879 $10.5 Million
Q4 2023

Feb 13, 2024
BUY
$48.47 - $56.6 $846,480 - $988,462
17,464 Added 11.11%
174,711 $9.85 Million
Q3 2023

Nov 09, 2023
SELL
$50.36 - $54.21 $633,125 - $681,528
-12,572 Reduced 7.4%
157,247 $7.96 Million
Q2 2023

Aug 11, 2023
SELL
$47.67 - $52.37 $340,173 - $373,712
-7,136 Reduced 4.03%
169,819 $8.89 Million
Q1 2023

May 12, 2023
SELL
$44.78 - $49.41 $1.33 Million - $1.46 Million
-29,623 Reduced 14.34%
176,955 $8.56 Million
Q4 2022

Feb 10, 2023
BUY
$42.25 - $48.16 $532,181 - $606,623
12,596 Added 6.49%
206,578 $9.33 Million
Q3 2022

Nov 01, 2022
SELL
$42.35 - $51.01 $420,027 - $505,917
-9,918 Reduced 4.86%
193,982 $8.22 Million
Q2 2022

Jul 25, 2022
BUY
$43.35 - $54.51 $84,575 - $106,349
1,951 Added 0.97%
203,900 $9.11 Million
Q1 2022

May 09, 2022
BUY
$49.51 - $57.27 $4.24 Million - $4.91 Million
85,692 Added 73.71%
201,949 $10.9 Million
Q4 2021

Jan 21, 2022
SELL
$51.9 - $57.29 $699,715 - $772,383
-13,482 Reduced 10.39%
116,257 $13.2 Million
Q3 2021

Oct 21, 2021
SELL
$51.52 - $54.94 $811,543 - $865,414
-15,752 Reduced 10.83%
129,739 $13.5 Million
Q2 2021

Aug 04, 2021
SELL
$48.62 - $52.01 $1.08 Million - $1.15 Million
-22,149 Reduced 13.21%
145,491 $15.1 Million
Q1 2021

Apr 28, 2021
SELL
$44.9 - $48.34 $1.58 Million - $1.7 Million
-35,114 Reduced 17.32%
167,640 $16.1 Million
Q4 2020

Feb 10, 2021
SELL
$39.35 - $45.48 $2.01 Million - $2.32 Million
-50,961 Reduced 20.09%
202,754 $18.4 Million
Q3 2020

Nov 05, 2020
SELL
$37.26 - $43.03 $3.06 Million - $3.53 Million
-82,136 Reduced 24.46%
253,715 $20.5 Million
Q2 2020

Aug 14, 2020
SELL
$29.25 - $38.76 $3.01 Million - $3.99 Million
-102,953 Reduced 23.46%
335,851 $24.9 Million
Q1 2020

May 13, 2020
SELL
$26.61 - $40.52 $6.34 Million - $9.66 Million
-238,358 Reduced 35.2%
438,804 $26.9 Million
Q4 2019

Feb 11, 2020
BUY
$34.42 - $38.54 $2.69 Million - $3.02 Million
78,272 Added 13.07%
677,162 $52 Million
Q3 2019

Nov 07, 2019
BUY
$35.28 - $36.01 $1.16 Million - $1.19 Million
32,944 Added 5.82%
598,890 $42.5 Million
Q2 2019

Jul 26, 2019
BUY
N/A
54,168 Added 10.58%
565,946 $39.7 Million
Q1 2019

Apr 29, 2019
BUY
N/A
511,778 New
511,778 $34.6 Million
Q1 2019

Apr 26, 2019
SELL
N/A
-453,838 Closed
0 $0
Q4 2018

Jan 25, 2019
BUY
N/A
150,933 Added 49.83%
453,838 $27.1 Million
Q3 2018

Nov 09, 2018
BUY
N/A
82,654 Added 37.53%
302,905 $21.1 Million
Q2 2018

Aug 01, 2018
BUY
N/A
113,593 Added 106.5%
220,251 $14.3 Million
Q1 2018

May 02, 2018
BUY
N/A
19,878 Added 22.91%
106,658 $6.73 Million
Q4 2017

Feb 13, 2018
BUY
N/A
86,780
86,780 $5.54 Million

Others Institutions Holding SCHX

# of Institutions
1,633
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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