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

Cooper Financial Group’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.38M	Buy	114,865 +3,911	+4%	+$112K	0.28%	61
2026 Q1	$2.84M	Buy	110,954 +15,914	+17%	+$427K	0.29%	65
2025 Q4	$2.56M	Buy	95,040 +4,723	+5%	+$126K	0.27%	64
2025 Q3	$2.38M	Buy	90,317 +7,812	+9%	+$198K	0.26%	62
2025 Q2	$2.02M	Sell	82,505 -1,475	-2%	-$33.3K	0.24%	80
2025 Q1	$1.85M	Buy	83,980 +11,612	+16%	+$270K	0.24%	90
2024 Q4	$1.68M	Buy	72,368 +9,629	+15%	+$224K	0.2%	93
2024 Q3	$1.42M	Buy	62,739 +14,640	+30%	+$319K	0.18%	96
2024 Q2	$1.03M	Buy	48,099 +3,129	+7%	+$64.7K	0.15%	118
2024 Q1	$930K	Buy	44,970 +5,925	+15%	+$117K	0.15%	128
2023 Q4	$734K	Buy	+39,045	New	+$686K	0.13%	145

Other funds holding SCHX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

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

Cooper Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 3.5% in Q2 2026, buying an estimated $112K and bringing the position to 114,865 shares worth $3.38M. The position accounts for 0.28% of the portfolio, ranked #61.

Cooper Financial Group first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 306 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Cooper Financial Group held 114,865 shares of Schwab US Large- Cap ETF worth $3.38M as of Q2 2026.
Cooper Financial Group bought 3,911 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $112K.
Schwab US Large- Cap ETF made up 0.28% of Cooper Financial Group's portfolio in Q2 2026, its #61 holding.
Cooper Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
306 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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