Goepper Burkhardt LLC Schwab Strategic Tr Us Dividen Transaction History

Goepper Burkhardt LLC

  • $240 Million
  • Q3 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 131,729 shares of SCHD stock, worth $3.77 Million. This represents 4.64% of its overall portfolio holdings.

Number of Shares
131,729
Previous 125,345 5.09%
Holding current value
$3.77 Million
Previous $9.75 Million 14.25%
% of portfolio
4.64%
Previous 4.42%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,751
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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