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Disclosery

Cooper Financial Group: SCHX position timeline

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

Cooper Financial Group held 123,524 SCHX 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 123,524 shares
    Change vs previous 13F +8,659 shares

    0.3% of the 13F portfolio, value $3,705,715.

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

  2. period ended2026-06-30
    13F 114,865 shares
    Change vs previous 13F +3,911 shares

    0.28% of the 13F portfolio, value $3,380,485.

    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 110,954 shares
    Change vs previous 13F +15,914 shares

    0.29% of the 13F portfolio, value $2,844,865.

    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 95,040 shares
    Change vs previous 13F +4,723 shares

    0.27% of the 13F portfolio, value $2,557,525.

    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 90,317 shares
    Change vs previous 13F +7,812 shares

    0.26% of the 13F portfolio, value $2,378,957.

    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 82,505 shares
    Change vs previous 13F -1,475 shares

    0.24% of the 13F portfolio, value $2,016,414.

    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 83,980 shares
    Change vs previous 13F +11,612 shares

    0.24% of the 13F portfolio, value $1,854,278.

    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 72,368 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,677,490.

    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).