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 90,317 shares of SCHX stock, worth $2.4 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

90,317

Previous 82,505 9.47%

Holding current value

$2.4 Million

Previous $2.02 Million 17.96%

% of portfolio

0.27%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$24.46 - $26.5 $191,081 - $207,018	7,812 Added 9.47%	90,317 $2.38 Million
Q2 2025 Jul 17, 2025	SELL	$19.6 - $24.44 $28,910 - $36,049	-1,475 Reduced 1.76%	82,505 $2.02 Million
Q1 2025 May 12, 2025	BUY	$21.75 - $24.28 $252,561 - $281,939	11,612 Added 16.05%	83,980 $1.85 Million
Q4 2024 Jan 13, 2025	BUY	$22.4 - $68.28 $1.15 Million - $3.51 Million	51,455 Added 246.04%	72,368 $1.68 Million
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

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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Cooper Financial Group Schwab Strategic Tr Us Large C Transaction History