Goepper Burkhardt LLC Schwab Strategic Tr Us Broad M Transaction History

Goepper Burkhardt LLC

  • $216 Million
  • Q1 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 359,423 shares of SCHB stock, worth $23.2 Million. This represents 10.17% of its overall portfolio holdings.

Number of Shares
359,423
Previous 353,957 1.54%
Holding current value
$23.2 Million
Previous $19.7 Million 11.36%
% of portfolio
10.17%
Previous 10.12%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$43.88 - $47.81 $982,034 - $1.07 Million
-22,380 Reduced 6.16%
340,803 $15.3 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-2,701 Reduced 0.74%
363,183 $15.3 Million
Q2 2022

Aug 26, 2022
SELL
N/A
-7,939 Reduced 2.12%
365,884 $16.2 Million
Q1 2022

Apr 22, 2022
BUY
N/A
182,947 Added 95.85%
373,823 $20 Million
Q4 2021

Jan 21, 2022
SELL
N/A
-2,368 Reduced 1.23%
190,876 $21.6 Million
Q3 2021

Oct 28, 2021
SELL
N/A
-507 Reduced 0.26%
193,244 $20.1 Million
Q2 2021

Jul 28, 2021
SELL
N/A
-783 Reduced 0.4%
193,751 $20.2 Million
Q1 2021

May 11, 2021
SELL
N/A
-5,794 Reduced 2.89%
194,534 $18.8 Million
Q4 2020

Feb 08, 2021
BUY
N/A
200,328 New
200,328 $18.2 Million

Others Institutions Holding SCHB

# of Institutions
1,126
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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