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Cooper Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cooper Financial Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$910K Sell
28,701
-3,468
-11% -$110K 0.08% 184
2026
Q1 		$987K Buy
32,169
+712
+2% +$21.6K 0.1% 166
2025
Q4 		$863K Sell
31,457
-753
-2% -$20.5K 0.09% 162
2025
Q3 		$879K Sell
32,210
-600,303
-95% -$16.4M 0.1% 161
2025
Q2 		$16.8M Buy
632,513
+39,511
+7% +$1.03M 1.97% 11
2025
Q1 		$16.6M Buy
593,002
+31,658
+6% +$882K 2.18% 10
2024
Q4 		$15.3M Buy
561,344
+37,826
+7% +$1.08M 1.85% 13
2024
Q3 		$14.8M Buy
523,518
+27,141
+5% +$739K 1.91% 12
2024
Q2 		$12.9M Buy
496,377
+36,921
+8% +$961K 1.89% 12
2024
Q1 		$12.3M Buy
459,456
+5,616
+1% +$145K 2.03% 11
2023
Q4 		$11.5M Buy
453,840
+53,865
+13% +$1.28M 2.09% 12
2023
Q3 		$9.43M Buy
399,975
+30,855
+8% +$757K 2.27% 7
2023
Q2 		$8.94M Buy
369,120
+69,039
+23% +$1.65M 2.22% 7
2023
Q1 		$7.32M Buy
300,081
+27,882
+10% +$697K 1.97% 9
2022
Q4 		$6.85M Buy
272,199
+26,631
+11% +$657K 2.09% 7
2022
Q3 		$5.44M Buy
245,568
+218,148
+796% +$5.3M 1.96% 7
2022
Q2 		$655K Buy
27,420
+1,971
+8% +$50.1K 0.24% 106
2022
Q1 		$669K Buy
25,449
+4,077
+19% +$107K 0.25% 93
2021
Q4 		$576K Buy
21,372
+141
+0.7% +$3.66K 0.22% 107
2021
Q3 		$525K Buy
21,231
+5,748
+37% +$146K 0.11% 126
2021
Q2 		$390K Buy
+15,483
New +$391K 0.08% 152

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Cooper Financial Group's SCHD Position: Q2 2026 in Review

Cooper Financial Group reduced its Schwab US Dividend Equity ETF (SCHD) stake by 11% in Q2 2026, selling an estimated $110K and leaving 28,701 shares worth $910K. The position accounts for 0.08% of the portfolio, ranked #184.

Cooper Financial Group first reported a position in SCHD in Q2 2021 and has held it in 21 quarters since. The position peaked at $16.8M in Q2 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Cooper Financial Group held 28,701 shares of Schwab US Dividend Equity ETF worth $910K as of Q2 2026.
  • Cooper Financial Group sold 3,468 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $110K.
  • Schwab US Dividend Equity ETF made up 0.08% of Cooper Financial Group's portfolio in Q2 2026, its #184 holding.
  • Cooper Financial Group first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • Cooper Financial Group's Schwab US Dividend Equity ETF position peaked at $16.8M in Q2 2025.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.