Number of Shares
269,413.00
Current Holdings Value*
$7.87 Mil
% of Portfolio
0.93%
Total Estimate Gain
$-506,505.19
% of Total Estimate Gain
-5.63%

Cooper Financial Group's Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-06-30, Cooper Financial Group held 269,413.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $7.87 Mil. This investment constitutes 0.93% of their stock portfolio, and Cooper Financial Group now holds 0.02% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2021Q3. And since then Cooper Financial Group has made 12 purchases of SCHG, at an average price of $32.73, for a total of 275,119.00 shares. In addition, there have been 2 sales at an average price of $75.46 for 5,706.00 shares. Based on historical transaction data and SCHG's current price of $29.94, Cooper Financial Group's estimated gain on his SCHG holdings is $-506,505.19, reflecting a -5.63% gain to date.

Cooper Financial Group SCHG ($29.94) Holding Chart

Cooper Financial Group SCHG ($29.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1