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 $56.8 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
$56.8 Million
Previous $51.9 Million
10.02%
% of portfolio
6.59%
Previous 6.37%
Shares
12 transactions
Others Institutions Holding SCHV
# of Institutions
975Shares Held
358MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL34.1MShares$989 Million10.12% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio