Leon Cooperman - Omega Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    40
Portfolio value:    $2,998,732,095
Holdings Activity Buys Sells    History
Holding/activity history for  Schwab Strategic Tr (SCHO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 0.03 SEC
2023   Q4 13,864 0.03 $48.45 $671,711 SEC
2023   Q3 13,864 0.03 $47.89 $663,947 SEC
2023   Q2 13,864 0.04 Add 98.88% 0.02 $48.06 $666,304 SEC
2023   Q1 6,971 0.02 Buy 0.02 $48.79 $340,115 SEC
2022   Q1 0 0.00 Sell 100.00% 0.08 SEC
2021   Q4 30,544 0.08 Add 12.31% <0.01 $50.84 $1,553,000 SEC
2021   Q3 27,196 0.07 $51.18 $1,392,000 SEC
2021   Q2 27,196 0.08 Buy 0.08 $51.22 $1,393,000 SEC