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Disclosery

Cooper Financial Group: SCHF position timeline

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

Cooper Financial Group held 209,409 SCHF 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 209,409 shares
    Change vs previous 13F +11,253 shares

    0.46% of the 13F portfolio, value $5,752,462.

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

  2. period ended2026-06-30
    13F 198,156 shares
    Change vs previous 13F +3,790 shares

    0.46% of the 13F portfolio, value $5,488,932.

    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 194,366 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,810,567.

    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).