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Disclosery

Cooper Financial Group: SCHG position timeline

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

Cooper Financial Group held 173,321 SCHG 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 173,321 shares
    Change vs previous 13F +13,100 shares

    0.5% of the 13F portfolio, value $6,227,441.

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

  2. period ended2026-06-30
    13F 160,221 shares
    Change vs previous 13F +3,194 shares

    0.45% of the 13F portfolio, value $5,421,882.

    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 157,027 shares
    Change vs previous 13F -31,977 shares

    0.46% of the 13F portfolio, value $4,574,203.

    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 189,004 shares
    Change vs previous 13F +53,360 shares

    0.66% of the 13F portfolio, value $6,165,305.

    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 135,644 shares
    Change vs previous 13F -133,769 shares

    0.48% of the 13F portfolio, value $4,328,392.

    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 269,413 shares
    Change vs previous 13F +123,391 shares

    0.93% of the 13F portfolio, value $7,869,558.

    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 146,022 shares
    Change vs previous 13F +6,220 shares

    0.48% of the 13F portfolio, value $3,656,394.

    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 139,802 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $3,896,288.

    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).