Cooper Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
82,505
-1,475
| -2% | -$36K | 0.24% | 80 |
|
|
2025
Q1 | $1.85M | Buy |
83,980
+11,612
| +16% | +$256K | 0.24% | 90 |
|
|
2024
Q4 | $1.68M | Buy |
72,368
+9,629
| +15% | +$223K | 0.2% | 93 |
|
|
2024
Q3 | $1.42M | Buy |
62,739
+14,640
| +30% | +$331K | 0.18% | 96 |
|
|
2024
Q2 | $1.03M | Buy |
48,099
+3,129
| +7% | +$67K | 0.15% | 118 |
|
|
2024
Q1 | $930K | Buy |
44,970
+5,925
| +15% | +$123K | 0.15% | 128 |
|
|
2023
Q4 | $734K | Buy |
+39,045
| New | +$734K | 0.13% | 145 |
|