Goepper Burkhardt LLC Schwab Strategic Tr Us Broad M Transaction History

Goepper Burkhardt LLC

  • $240 Million
  • Q3 2024

A detailed history of Goepper Burkhardt LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Goepper Burkhardt LLC holds 362,287 shares of SCHB stock, worth $8.43 Million. This represents 10.05% of its overall portfolio holdings.

Number of Shares
362,287
Previous 361,972 0.09%
Holding current value
$8.43 Million
Previous $22.8 Million 5.9%
% of portfolio
10.05%
Previous 10.32%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $18,877 - $20,953
315 Added 0.09%
362,287 $24.1 Million
Q2 2024

Aug 13, 2024
BUY
$57.57 - $63.3 $146,745 - $161,351
2,549 Added 0.71%
361,972 $22.8 Million
Q1 2024

May 13, 2024
BUY
$54.61 - $61.05 $298,498 - $333,699
5,466 Added 1.54%
359,423 $21.9 Million
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $150,733 - $177,011
3,166 Added 0.9%
353,957 $19.7 Million
Q3 2023

Nov 13, 2023
SELL
$49.59 - $53.57 $87,575 - $94,604
-1,766 Reduced 0.5%
350,791 $17.5 Million
Q2 2023

Aug 16, 2023
BUY
$47.08 - $51.7 $33,050 - $36,293
702 Added 0.2%
352,557 $18.2 Million
Q1 2023

May 12, 2023
BUY
$44.47 - $49.23 $491,482 - $544,089
11,052 Added 3.24%
351,855 $16.8 Million
Q4 2022

Feb 15, 2023
SELL
$41.94 - $47.81 $938,617 - $1.07 Million
-22,380 Reduced 6.16%
340,803 $15.3 Million
Q3 2022

Nov 14, 2022
SELL
$41.99 - $50.63 $113,414 - $136,751
-2,701 Reduced 0.74%
363,183 $15.3 Million
Q2 2022

Aug 26, 2022
SELL
$42.93 - $53.98 $340,821 - $428,547
-7,939 Reduced 2.12%
365,884 $16.2 Million
Q1 2022

Apr 22, 2022
BUY
$49.15 - $56.85 $8.99 Million - $10.4 Million
182,947 Added 95.85%
373,823 $20 Million
Q4 2021

Jan 21, 2022
SELL
$51.87 - $56.86 $122,828 - $134,644
-2,368 Reduced 1.23%
190,876 $21.6 Million
Q3 2021

Oct 28, 2021
SELL
$51.32 - $54.83 $26,019 - $27,798
-507 Reduced 0.26%
193,244 $20.1 Million
Q2 2021

Jul 28, 2021
SELL
$48.92 - $52.14 $38,304 - $40,825
-783 Reduced 0.4%
193,751 $20.2 Million
Q1 2021

May 11, 2021
SELL
$44.89 - $48.81 $260,092 - $282,805
-5,794 Reduced 2.89%
194,534 $18.8 Million
Q4 2020

Feb 08, 2021
BUY
$39.03 - $45.5 $7.82 Million - $9.11 Million
200,328 New
200,328 $18.2 Million

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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