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Disclosery

Cooper Financial Group: SCHZ position timeline

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

Cooper Financial Group held 20,469 SCHZ 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 20,469 shares
    Change vs previous 13F -1,757 shares

    0.04% of the 13F portfolio, value $452,355.

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

  2. period ended2026-06-30
    13F 22,226 shares
    Change vs previous 13F +83 shares

    0.04% of the 13F portfolio, value $514,096.

    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 22,143 shares
    Change vs previous 13F +6,555 shares

    0.05% of the 13F portfolio, value $514,151.

    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 15,588 shares
    Change vs previous 13F +570 shares

    0.04% of the 13F portfolio, value $364,281.

    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 15,018 shares
    Change vs previous 13F -2,800 shares

    0.04% of the 13F portfolio, value $352,480.

    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 17,818 shares
    Change vs previous 13F -82,460 shares

    0.05% of the 13F portfolio, value $414,097.

    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 100,278 shares
    Change vs previous 13F +10,860 shares

    0.31% of the 13F portfolio, value $2,322,439.

    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 89,418 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,029,798.

    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).