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Disclosery

Cooper Financial Group: SCHW position timeline

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

Cooper Financial Group held 10,952 SCHW 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 10,952 shares
    Change vs previous 13F +213 shares

    0.09% of the 13F portfolio, value $1,070,441.

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

  2. period ended2026-06-30
    13F 10,739 shares
    Change vs previous 13F -7,458 shares

    0.08% of the 13F portfolio, value $990,845.

    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 18,197 shares
    Change vs previous 13F +1,431 shares

    0.17% of the 13F portfolio, value $1,710,125.

    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 16,766 shares
    Change vs previous 13F +466 shares

    0.18% of the 13F portfolio, value $1,675,116.

    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 16,300 shares
    Change vs previous 13F +1,974 shares

    0.17% of the 13F portfolio, value $1,556,134.

    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 14,326 shares
    Change vs previous 13F +78 shares

    0.15% of the 13F portfolio, value $1,307,078.

    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 14,248 shares
    Change vs previous 13F +298 shares

    0.15% of the 13F portfolio, value $1,115,338.

    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 13,950 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,032,432.

    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).