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Disclosery

Cooper Financial Group: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cooper Financial Group on SCHD, newest first. How the timeline and the estimate are built.

Cooper Financial Group held 28,833 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,833 shares
    Change vs previous 13F +132 shares

    0.07% of the 13F portfolio, value $937,938.

    13F-HR 0001214659-26-012638 filed by Cooper Financial Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,701 shares
    Change vs previous 13F -3,468 shares

    0.08% of the 13F portfolio, value $910,108.

    13F-HR 0001214659-26-008330 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 32,169 shares
    Change vs previous 13F +712 shares

    0.1% of the 13F portfolio, value $986,935.

    13F-HR 0001214659-26-004376 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 31,457 shares
    Change vs previous 13F -753 shares

    0.09% of the 13F portfolio, value $862,877.

    13F-HR 0001214659-26-000245 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 32,210 shares
    Change vs previous 13F -600,303 shares

    0.1% of the 13F portfolio, value $879,331.

    13F-HR 0001214659-25-014742 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 632,513 shares
    Change vs previous 13F +39,511 shares

    1.97% of the 13F portfolio, value $16,761,594.

    13F-HR 0001214659-25-010548 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 593,002 shares
    Change vs previous 13F +31,658 shares

    2.18% of the 13F portfolio, value $16,580,333.

    13F-HR 0001214659-25-007409 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 561,344 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $15,335,929.

    13F-HR 0001214659-25-000471 filed by Cooper Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).