Cooper/Haims Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.25M | Sell |
66,531
-1,986
| -3% | -$65.8K | 0.97% | 18 |
|
|
2026
Q1 | $2M | Sell |
68,517
-5,510
| -7% | -$171K | 0.94% | 17 |
|
|
2025
Q4 | $2.41M | Sell |
74,027
-643
| -0.9% | -$20.9K | 1.1% | 17 |
|
|
2025
Q3 | $2.38M | Buy |
74,670
+5
| +0% | +$152 | 1.11% | 17 |
|
|
2025
Q2 | $2.18M | Sell |
74,665
-199
| -0.3% | -$5.26K | 1.07% | 17 |
|
|
2025
Q1 | $1.87M | Buy |
74,864
+6
| +0% | +$164 | 1.02% | 17 |
|
|
2024
Q4 | $2.09M | Buy |
74,858
+2
| +0% | +$55 | 1.18% | 17 |
|
|
2024
Q3 | $1.95M | Buy |
74,856
+12
| +0% | +$302 | 1.07% | 17 |
|
|
2024
Q2 | $1.89M | Hold |
74,844
| – | – | 1.06% | 18 |
|
|
2024
Q1 | $1.73M | Sell |
74,844
-3,392
| -4% | -$75K | 1.01% | 18 |
|
|
2023
Q4 | $1.62M | Buy |
78,236
+4
| +0% | +$77 | 0.92% | 19 |
|
|
2023
Q3 | $1.42M | Sell |
78,232
-2,668
| -3% | -$50.2K | 1.11% | 16 |
|
|
2023
Q2 | $1.52M | Sell |
80,900
-1,192
| -1% | -$20.4K | 1.16% | 16 |
|
|
2023
Q1 | $1.34M | Buy |
82,092
+8
| +0% | +$121 | 1.07% | 17 |
|
|
2022
Q4 | $1.14M | Sell |
82,084
-12,032
| -13% | -$173K | 0.81% | 20 |
|
|
2022
Q3 | $1.31M | Sell |
94,116
-4,400
| -4% | -$68.9K | 1.09% | 17 |
|
|
2022
Q2 | $1.43M | Sell |
98,516
-15,940
| -14% | -$255K | 0.94% | 18 |
|
|
2022
Q1 | $2.14M | Sell |
114,456
-15,032
| -12% | -$274K | 1.4% | 15 |
|
|
2021
Q4 | $2.65M | Sell |
129,488
-3,744
| -3% | -$74.8K | 1.63% | 13 |
|
|
2021
Q3 | $2.47M | Sell |
133,232
-1,920
| -1% | -$36.6K | 1.49% | 12 |
|
|
2021
Q2 | $2.47M | Sell |
135,152
-672
| -0.5% | -$11.6K | 1.62% | 12 |
|
|
2021
Q1 | $2.2M | Sell |
135,824
-7,272
| -5% | -$118K | 1.56% | 10 |
|
|
2020
Q4 | $2.3M | Sell |
143,096
-2,528
| -2% | -$38.3K | 1.76% | 9 |
|
|
2020
Q3 | $2.1M | Sell |
145,624
-14,144
| -9% | -$197K | 1.73% | 9 |
|
|
2020
Q2 | $2.03M | Sell |
159,768
-9,368
| -6% | -$109K | 1.65% | 9 |
|
|
2020
Q1 | $1.68M | Sell |
169,136
-23,720
| -12% | -$271K | 1.47% | 9 |
|
|
2019
Q4 | $2.24M | Sell |
192,856
-12,504
| -6% | -$138K | 1.23% | 10 |
|
|
2019
Q3 | $2.16M | Sell |
205,360
-18,192
| -8% | -$192K | 1.32% | 10 |
|
|
2019
Q2 | $2.33M | Sell |
223,552
-90,136
| -29% | -$916K | 1.44% | 9 |
|
|
2019
Q1 | $3.12M | Sell |
313,688
-152,376
| -33% | -$1.44M | 1.98% | 9 |
|
|
2018
Q4 | $4.02M | Sell |
466,064
-154,608
| -25% | -$1.44M | 2.77% | 8 |
|
|
2018
Q3 | $6.36M | Sell |
620,672
-231,392
| -27% | -$2.3M | 4.38% | 8 |
|
|
2018
Q2 | $8.07M | Buy |
852,064
+80,856
| +10% | +$753K | 5.97% | 8 |
|
|
2018
Q1 | $6.91M | Buy |
771,208
+180,064
| +30% | +$1.66M | 6.09% | 7 |
|
|
2017
Q4 | $5.22M | Buy |
+591,144
| New | +$5.08M | 4.84% | 8 |
|
Other funds holding SCHG
VIA
Cooper/Haims Advisors's SCHG Position: Q2 2026 in Review
Cooper/Haims Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.9% in Q2 2026, selling an estimated $65.8K and leaving 66,531 shares worth $2.25M. The position accounts for 0.97% of the portfolio, ranked #18.
Cooper/Haims Advisors first reported a position in SCHG in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.07M in Q2 2018. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.
- Cooper/Haims Advisors held 66,531 shares of Schwab US Large-Cap Growth ETF worth $2.25M as of Q2 2026.
- Cooper/Haims Advisors sold 1,986 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $65.8K.
- Schwab US Large-Cap Growth ETF made up 0.97% of Cooper/Haims Advisors's portfolio in Q2 2026, its #18 holding.
- Cooper/Haims Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 35 quarters since.
- Cooper/Haims Advisors's Schwab US Large-Cap Growth ETF position peaked at $8.07M in Q2 2018.
- 1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.
Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.