Position in SCHW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$990,887
-$719,267 QoQ
Shares Held
10,739
-41.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,217
of 2,304 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cooper Financial Group holds $5,959,338 across 6 Capital Markets names. SCHW ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,668 | $2,698,335 | |
| 2 | MS |
Morgan Stanley
|
7,055 | $1,474,777 | |
| 3 | SCHW |
Schwab Charles Corp
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|
10,739 | $990,887 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
6,991 | $349,410 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,329 | $233,552 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
2,440 | $212,377 |
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990,887 | 10,739 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,710,154 | 18,197 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,675,091 | 16,766 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,556,161 | 16,300 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,307,104 | 14,326 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,115,333 | 14,248 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,032,439 | 13,950 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $802,607 | 12,384 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $527,473 | 7,158 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $391,648 | 5,414 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $441,489 | 6,417 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $455,066 | 8,289 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $461,035 | 8,134 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $432,868 | 8,264 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||