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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
Q3 		$938K Buy
28,833
+132
+0.5% +$4.45K 0.07% 177
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

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Cooper Financial Group's SCHD Position: Q3 2026 in Review

Cooper Financial Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.46% in Q3 2026, buying an estimated $4.45K and bringing the position to 28,833 shares worth $938K. The position accounts for 0.07% of the portfolio, ranked #177.

Cooper Financial Group first reported a position in SCHD in Q2 2021 and has held it in 22 quarters since. The position peaked at $16.8M in Q2 2025. 111 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Cooper Financial Group held 28,833 shares of Schwab US Dividend Equity ETF worth $938K as of Q3 2026.
  • Cooper Financial Group bought 132 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $4.45K.
  • Schwab US Dividend Equity ETF made up 0.07% of Cooper Financial Group's portfolio in Q3 2026, its #177 holding.
  • Cooper Financial Group first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 22 quarters since.
  • Cooper Financial Group's Schwab US Dividend Equity ETF position peaked at $16.8M in Q2 2025.
  • 111 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.