Cooper Financial Group SCHV Holdings History
Cooper Financial Group's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, Cooper Financial Group held 1.88 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $51.88 Mil. This investment constitutes 6.1% of their stock portfolio, and Cooper Financial Group now holds 0.41% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2022Q2. And since then Cooper Financial Group has made 8 purchases of SCHV, at an average price of $35.54, for a total of 1.91 Mil shares. In addition, there have been 4 sales at an average price of $65.02 for 37,454.00 shares. Based on historical transaction data and SCHV's current price of $28.40, Cooper Financial Group's estimated gain on his SCHV holdings is $-12.28 Mil, reflecting a -18.06% gain to date.
Cooper Financial Group SCHV ($28.40) Holding Chart
Cooper Financial Group SCHV ($28.40) 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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