Cooper Financial Group SCHG Holdings History
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 % |
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