Goepper Burkhardt LLC Schwab Strategic Tr Us Small C Transaction History

Goepper Burkhardt LLC

  • $244 Million
  • Q4 2024

A detailed history of Goepper Burkhardt LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Goepper Burkhardt LLC holds 7,974 shares of SCHA stock, worth $190,738. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,974
Previous 4,827 65.2%
Holding current value
$190,738
Previous $248,000 16.94%
% of portfolio
0.08%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$25.33 - $51.16 $79,713 - $161,000
3,147 Added 65.2%
7,974 $206,000
Q3 2024

Nov 12, 2024
SELL
$46.9 - $51.96 $4,690 - $5,196
-100 Reduced 2.03%
4,827 $248,000
Q4 2023

Feb 12, 2024
SELL
$38.13 - $48.02 $343 - $432
-9 Reduced 0.18%
4,927 $232,000
Q1 2023

May 12, 2023
SELL
$39.82 - $46.36 $3,583 - $4,172
-90 Reduced 1.79%
4,936 $206,000
Q4 2022

Feb 15, 2023
BUY
$38.25 - $43.54 $192,244 - $218,832
5,026 New
5,026 $203,000
Q1 2022

Apr 22, 2022
BUY
$44.42 - $51.73 $110,961 - $129,221
2,498 Added 100.0%
4,996 $237,000
Q4 2021

Jan 21, 2022
BUY
$48.64 - $55.07 $729 - $826
15 Added 0.6%
2,498 $256,000
Q2 2021

Jul 28, 2021
SELL
$48.39 - $52.91 $78,053 - $85,343
-1,613 Reduced 39.38%
2,483 $259,000
Q1 2021

May 11, 2021
SELL
$43.89 - $52.63 $26,334 - $31,578
-600 Reduced 12.78%
4,096 $408,000
Q4 2020

Feb 08, 2021
BUY
$34.66 - $45.17 $162,763 - $212,118
4,696 New
4,696 $418,000

Others Institutions Holding SCHA

# of Institutions
1,251
Shares Held
274M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Goepper Burkhardt LLC Portfolio

Follow Goepper Burkhardt LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goepper Burkhardt LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goepper Burkhardt LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email