CFG
SCHV

Cooper Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cooper Financial Group’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.2M Buy
2,276,475
+140,501
+7% +$4.63M 6.57% 1
2026
Q1 		$65.1M Buy
2,135,974
+74,453
+4% +$2.32M 6.58% 1
2025
Q4 		$61M Buy
2,061,521
+100,732
+5% +$2.94M 6.49% 1
2025
Q3 		$57.1M Buy
1,960,789
+85,756
+5% +$2.44M 6.32% 1
2025
Q2 		$51.9M Buy
1,875,033
+305,732
+19% +$8.04M 6.1% 1
2025
Q1 		$41.7M Buy
1,569,301
+138,426
+10% +$3.72M 5.49% 1
2024
Q4 		$37.3M Buy
1,430,875
+88,903
+7% +$2.4M 4.49% 3
2024
Q3 		$36M Buy
1,341,972
+136,911
+11% +$3.52M 4.67% 1
2024
Q2 		$29.8M Buy
1,205,061
+197,691
+20% +$4.88M 4.37% 3
2024
Q1 		$25.5M Buy
1,007,370
+109,395
+12% +$2.62M 4.19% 2
2023
Q4 		$21M Buy
+897,975
New +$19.6M 3.82% 4
2023
Q2 		– Sell
-59,328
Closed -$1.3M – 324
2023
Q1 		$1.3M Sell
59,328
-9,960
-14% -$221K 0.35% 68
2022
Q4 		$1.52M Sell
69,288
-32,010
-32% -$693K 0.47% 50
2022
Q3 		$1.98M Sell
101,298
-11,064
-10% -$238K 0.71% 28
2022
Q2 		$2.34M Buy
+112,362
New +$2.52M 0.85% 24

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Cooper Financial Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 6.6% in Q2 2026, buying an estimated $4.63M and bringing the position to 2,276,475 shares worth $79.2M. The position accounts for 6.57% of the portfolio, ranked #1.

Cooper Financial Group first reported a position in SCHV in Q2 2022 and has held it in 15 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Cooper Financial Group held 2,276,475 shares of Schwab US Large-Cap Value ETF worth $79.2M as of Q2 2026.
  • Cooper Financial Group bought 140,501 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $4.63M.
  • Schwab US Large-Cap Value ETF made up 6.57% of Cooper Financial Group's portfolio in Q2 2026, its #1 holding.
  • Cooper Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and has held it in 15 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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