Schwab Strategic Tr us aggregate b shares owned by Cooper Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cooper Financial Group
from 13F filings
Historical chart of Cooper Financial Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Cooper Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $353k | 15k | 23.47 |
| 2025-06-30 | $414k | 18k | 23.24 |
| 2025-03-31 | $2.3M | 100k | 23.16 |
| 2024-12-31 | $2.0M | 89k | 22.70 |
| 2024-06-30 | $792k | 17k | 45.58 |
| 2024-03-31 | $704k | 15k | 46.00 |
| 2023-12-31 | $703k | 15k | 46.62 |
| 2023-09-30 | $571k | 13k | 44.23 |
| 2023-06-30 | $742k | 16k | 46.16 |
| 2023-03-31 | $734k | 16k | 46.91 |
| 2022-12-31 | $703k | 15k | 45.65 |
| 2022-09-30 | $709k | 16k | 45.34 |
| 2022-06-30 | $700k | 15k | 47.88 |
| 2022-03-31 | $704k | 14k | 50.53 |
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