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Cooper Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cooper Financial Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.42M Buy
160,221
+3,194
+2% +$106K 0.45% 46
2026
Q1 		$4.57M Sell
157,027
-31,977
-17% -$994K 0.46% 39
2025
Q4 		$6.17M Buy
189,004
+53,360
+39% +$1.74M 0.66% 30
2025
Q3 		$4.33M Sell
135,644
-133,769
-50% -$4.08M 0.48% 38
2025
Q2 		$7.87M Buy
269,413
+123,391
+85% +$3.26M 0.93% 22
2025
Q1 		$3.66M Buy
146,022
+6,220
+4% +$170K 0.48% 43
2024
Q4 		$3.9M Buy
139,802
+2,830
+2% +$77.4K 0.47% 40
2024
Q3 		$3.57M Buy
136,972
+2,108
+2% +$53K 0.46% 38
2024
Q2 		$3.4M Buy
134,864
+10,360
+8% +$244K 0.5% 32
2024
Q1 		$2.89M Buy
124,504
+11,616
+10% +$257K 0.47% 34
2023
Q4 		$2.34M Buy
112,888
+23,900
+27% +$462K 0.43% 42
2023
Q3 		$1.62M Buy
88,988
+33,136
+59% +$624K 0.39% 56
2023
Q2 		$1.05M Buy
55,852
+25,644
+85% +$440K 0.26% 91
2023
Q1 		$492K Sell
30,208
-5,128
-15% -$77.8K 0.13% 167
2022
Q4 		$491K Buy
35,336
+13,196
+60% +$190K 0.15% 149
2022
Q3 		$309K Buy
+22,140
New +$347K 0.11% 179
2021
Q4 		– Sell
-17,696
Closed -$328K – 268
2021
Q3 		$328K Buy
+17,696
New +$337K 0.07% 179

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cooper Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2% in Q2 2026, buying an estimated $106K and bringing the position to 160,221 shares worth $5.42M. The position accounts for 0.45% of the portfolio, ranked #46.

Cooper Financial Group first reported a position in SCHG in Q3 2021 and has held it in 17 quarters since. The position peaked at $7.87M in Q2 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Cooper Financial Group held 160,221 shares of Schwab US Large-Cap Growth ETF worth $5.42M as of Q2 2026.
  • Cooper Financial Group bought 3,194 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $106K.
  • Schwab US Large-Cap Growth ETF made up 0.45% of Cooper Financial Group's portfolio in Q2 2026, its #46 holding.
  • Cooper Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 17 quarters since.
  • Cooper Financial Group's Schwab US Large-Cap Growth ETF position peaked at $7.87M in Q2 2025.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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