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 $201,502. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,974
Previous 4,827
65.2%
Holding current value
$201,502
Previous $248,000
16.94%
% of portfolio
0.08%
Previous 0.1%
Shares
10 transactions
Others Institutions Holding SCHA
# of Institutions
1,248Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.17 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$640 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$348 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$266 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$159 Million0.05% of portfolio