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Disclosery

Cooper Financial Group: SCHV position timeline

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

Cooper Financial Group held 2,360,396 SCHV 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 2,360,396 shares
    Change vs previous 13F +83,921 shares

    6.27% of the 13F portfolio, value $78,624,803.

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

  2. period ended2026-06-30
    13F 2,276,475 shares
    Change vs previous 13F +140,501 shares

    6.58% of the 13F portfolio, value $79,244,085.

    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 2,135,974 shares
    Change vs previous 13F +74,453 shares

    6.58% of the 13F portfolio, value $65,147,216.

    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 2,061,521 shares
    Change vs previous 13F +100,732 shares

    6.49% of the 13F portfolio, value $61,041,644.

    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 1,960,789 shares
    Change vs previous 13F +85,756 shares

    6.32% of the 13F portfolio, value $57,078,559.

    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 1,875,033 shares
    Change vs previous 13F +305,732 shares

    6.1% of the 13F portfolio, value $51,882,163.

    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 1,569,301 shares
    Change vs previous 13F +138,426 shares

    5.49% of the 13F portfolio, value $41,712,019.

    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 1,430,875 shares
    Change vs previous 13F not available

    4.49% of the 13F portfolio, value $37,302,917.

    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).