Goepper Burkhardt LLC Schwab Strategic Tr Us Dividen Transaction History

Goepper Burkhardt LLC

  • $216 Million
  • Q1 2024

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 123,235 shares of SCHD stock, worth $10.1 Million. This represents 4.61% of its overall portfolio holdings.

Number of Shares
123,235
Previous 120,579 2.2%
Holding current value
$10.1 Million
Previous $9.18 Million 8.25%
% of portfolio
4.61%
Previous 4.71%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$73.08 - $79.06 $1.81 Million - $1.96 Million
24,773 Added 43.71%
81,447 $6.15 Million
Q3 2022

Nov 14, 2022
BUY
N/A
14,341 Added 33.88%
56,674 $3.77 Million
Q2 2022

Aug 26, 2022
BUY
N/A
8,244 Added 24.18%
42,333 $3.03 Million
Q1 2022

Apr 22, 2022
BUY
N/A
9,313 Added 37.59%
34,089 $2.69 Million
Q4 2021

Jan 21, 2022
BUY
N/A
1,804 Added 7.85%
24,776 $2 Million
Q3 2021

Oct 28, 2021
SELL
N/A
-229 Reduced 0.99%
22,972 $1.71 Million
Q2 2021

Jul 28, 2021
BUY
N/A
4,142 Added 21.73%
23,201 $1.75 Million
Q1 2021

May 11, 2021
BUY
N/A
4,019 Added 26.72%
19,059 $1.39 Million
Q4 2020

Feb 08, 2021
BUY
N/A
15,040 New
15,040 $965,000

Others Institutions Holding SCHD

# of Institutions
1,637
Shares Held
273M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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