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

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

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

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

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

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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

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

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

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

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