Charles Schwab Corporation shares owned by Cooper Financial Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cooper Financial Group
from 13F filings
Historical chart of Cooper Financial Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cooper Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 16k | 95.47 |
| 2025-06-30 | $1.3M | 14k | 91.24 |
| 2025-03-31 | $1.1M | 14k | 78.28 |
| 2024-12-31 | $1.0M | 14k | 74.01 |
| 2024-06-30 | $527k | 7.2k | 73.69 |
| 2024-03-31 | $392k | 5.4k | 72.34 |
| 2023-12-31 | $442k | 6.4k | 68.80 |
| 2023-09-30 | $455k | 8.3k | 54.90 |
| 2023-06-30 | $461k | 8.1k | 56.68 |
| 2023-03-31 | $433k | 8.3k | 52.38 |