Cooper/Haims Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.8M | Sell |
421,757
-9,237
| -2% | -$248K | 5.09% | 6 |
|
|
2025
Q4 | $11.6M | Sell |
430,994
-6,805
| -2% | -$182K | 5.27% | 6 |
|
|
2025
Q3 | $11.5M | Sell |
437,799
-10,482
| -2% | -$266K | 5.39% | 6 |
|
|
2025
Q2 | $11M | Buy |
448,281
+5,665
| +1% | +$128K | 5.4% | 6 |
|
|
2025
Q1 | $9.77M | Sell |
442,616
-1,687
| -0.4% | -$39.3K | 5.3% | 7 |
|
|
2024
Q4 | $10.3M | Sell |
444,303
-8,658
| -2% | -$202K | 5.84% | 7 |
|
|
2024
Q3 | $10.2M | Sell |
452,961
-4,968
| -1% | -$108K | 5.63% | 6 |
|
|
2024
Q2 | $9.81M | Sell |
457,929
-48,708
| -10% | -$1.01M | 5.5% | 5 |
|
|
2024
Q1 | $10.5M | Sell |
506,637
-17,496
| -3% | -$344K | 6.09% | 4 |
|
|
2023
Q4 | $9.85M | Buy |
524,133
+52,392
| +11% | +$920K | 5.59% | 7 |
|
|
2023
Q3 | $7.96M | Sell |
471,741
-37,716
| -7% | -$662K | 6.19% | 6 |
|
|
2023
Q2 | $8.89M | Sell |
509,457
-21,408
| -4% | -$353K | 6.82% | 5 |
|
|
2023
Q1 | $8.56M | Sell |
530,865
-88,869
| -14% | -$1.4M | 6.85% | 5 |
|
|
2022
Q4 | $9.33M | Buy |
619,734
+37,788
| +6% | +$572K | 6.62% | 6 |
|
|
2022
Q3 | $8.21M | Sell |
581,946
-29,754
| -5% | -$467K | 6.8% | 6 |
|
|
2022
Q2 | $9.11M | Buy |
611,700
+5,853
| +1% | +$94.8K | 5.97% | 6 |
|
|
2022
Q1 | $10.9M | Sell |
605,847
-91,695
| -13% | -$1.62M | 7.09% | 4 |
|
|
2021
Q4 | $13.2M | Sell |
697,542
-80,892
| -10% | -$1.49M | 8.14% | 3 |
|
|
2021
Q3 | $13.5M | Sell |
778,434
-94,512
| -11% | -$1.69M | 8.14% | 4 |
|
|
2021
Q2 | $15.1M | Sell |
872,946
-132,894
| -13% | -$2.24M | 9.94% | 3 |
|
|
2021
Q1 | $16.1M | Sell |
1,005,840
-210,684
| -17% | -$3.3M | 11.39% | 3 |
|
|
2020
Q4 | $18.4M | Sell |
1,216,524
-305,766
| -20% | -$4.38M | 14.14% | 2 |
|
|
2020
Q3 | $20.5M | Sell |
1,522,290
-492,816
| -24% | -$6.55M | 16.85% | 2 |
|
|
2020
Q2 | $24.9M | Sell |
2,015,106
-617,718
| -23% | -$7.2M | 20.2% | 1 |
|
|
2020
Q1 | $26.9M | Sell |
2,632,824
-1,430,148
| -35% | -$17.4M | 23.39% | 1 |
|
|
2019
Q4 | $52M | Buy |
4,062,972
+469,632
| +13% | +$5.76M | 28.61% | 1 |
|
|
2019
Q3 | $42.5M | Buy |
3,593,340
+197,664
| +6% | +$2.33M | 25.93% | 1 |
|
|
2019
Q2 | $39.7M | Buy |
3,395,676
+325,008
| +11% | +$3.73M | 24.68% | 1 |
|
|
2019
Q1 | $34.6M | Buy |
3,070,668
+347,640
| +13% | +$3.77M | 22.04% | 1 |
|
|
2018
Q4 | $27.1M | Buy |
2,723,028
+905,598
| +50% | +$9.72M | 18.71% | 1 |
|
|
2018
Q3 | $21.1M | Buy |
1,817,430
+495,924
| +38% | +$5.64M | 14.51% | 3 |
|
|
2018
Q2 | $14.3M | Buy |
1,321,506
+681,558
| +107% | +$7.35M | 10.58% | 4 |
|
|
2018
Q1 | $6.73M | Buy |
639,948
+119,268
| +23% | +$1.3M | 5.93% | 8 |
|
|
2017
Q4 | $5.54M | Buy |
+520,680
| New | +$5.39M | 5.12% | 7 |
|
Other funds holding SCHX
HSA
MGIA
SFG
Cooper/Haims Advisors's SCHX Position: Q1 2026 in Review
Cooper/Haims Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.1% in Q1 2026, selling an estimated $248K and leaving 421,757 shares worth $10.8M. The position accounts for 5.09% of the portfolio, ranked #6.
Cooper/Haims Advisors first reported a position in SCHX in Q4 2017 and has held it in 34 quarters since. The position peaked at $52M in Q4 2019. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.
- Cooper/Haims Advisors held 421,757 shares of Schwab US Large- Cap ETF worth $10.8M as of Q1 2026.
- Cooper/Haims Advisors sold 9,237 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $248K.
- Schwab US Large- Cap ETF made up 5.09% of Cooper/Haims Advisors's portfolio in Q1 2026, its #6 holding.
- Cooper/Haims Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Cooper/Haims Advisors's Schwab US Large- Cap ETF position peaked at $52M in Q4 2019.
- 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.
Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.