Goepper Burkhardt LLC Schwab Strategic Tr Us Dividen Transaction History

Goepper Burkhardt LLC

$248 Million
Q1 2025

A detailed history of Goepper Burkhardt LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Goepper Burkhardt LLC holds 423,540 shares of SCHD stock, worth $11.4 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares

423,540

Previous 416,625 1.66%

Holding current value

$11.4 Million

Previous $11.4 Million 4.04%

% of portfolio

4.77%

Previous 4.66%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$27.01 - $28.54 $186,774 - $197,354	6,915 Added 1.66%	423,540 $11.8 Million
Q4 2024 Feb 12, 2025	BUY	$26.93 - $84.95 $7.67 Million - $24.2 Million	284,896 Added 216.27%	416,625 $11.4 Million
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $491,695 - $543,023	6,384 Added 5.09%	131,729 $11.1 Million
Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $159,959 - $169,116	2,110 Added 1.71%	125,345 $9.75 Million
Q1 2024 May 13, 2024	BUY	$75.25 - $80.63 $199,864 - $214,153	2,656 Added 2.2%	123,235 $9.94 Million
Q4 2023 Feb 12, 2024	BUY	$66.9 - $76.32 $1.03 Million - $1.18 Million	15,418 Added 14.66%	120,579 $9.18 Million
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $586,440 - $628,204	8,303 Added 8.57%	105,161 $7.44 Million
Q2 2023 Aug 16, 2023	BUY	$69.18 - $73.94 $736,351 - $787,017	10,644 Added 12.35%	96,858 $7.03 Million
Q1 2023 May 12, 2023	BUY	$70.28 - $78.03 $335,024 - $371,969	4,767 Added 5.85%	86,214 $6.31 Million
Q4 2022 Feb 15, 2023	BUY	$67.16 - $79.06 $1.66 Million - $1.96 Million	24,773 Added 43.71%	81,447 $6.15 Million
Q3 2022 Nov 14, 2022	BUY	$66.43 - $77.87 $952,672 - $1.12 Million	14,341 Added 33.88%	56,674 $3.77 Million
Q2 2022 Aug 26, 2022	BUY	$70.31 - $80.24 $579,635 - $661,498	8,244 Added 24.18%	42,333 $3.03 Million
Q1 2022 Apr 22, 2022	BUY	$75.14 - $81.94 $699,778 - $763,107	9,313 Added 37.59%	34,089 $2.69 Million
Q4 2021 Jan 21, 2022	BUY	$74.93 - $80.86 $135,173 - $145,871	1,804 Added 7.85%	24,776 $2 Million
Q3 2021 Oct 28, 2021	SELL	$74.23 - $78.13 $16,998 - $17,891	-229 Reduced 0.99%	22,972 $1.71 Million
Q2 2021 Jul 28, 2021	BUY	$73.32 - $77.65 $303,691 - $321,626	4,142 Added 21.73%	23,201 $1.75 Million
Q1 2021 May 11, 2021	BUY	$63.23 - $73.67 $254,121 - $296,079	4,019 Added 26.72%	19,059 $1.39 Million
Q4 2020 Feb 08, 2021	BUY	$54.8 - $65.16 $824,192 - $980,006	15,040 New	15,040 $965,000

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

897M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Goepper Burkhardt LLC Schwab Strategic Tr Us Dividen Transaction History