Goepper Burkhardt LLC Schwab Strategic Tr Intl Eqty Transaction History

Goepper Burkhardt LLC

$221 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 26, 2022	SELL	$31.13 - $37.19 $103,320 - $123,433	-3,319 Reduced 21.03%	12,460 $392,000
Q1 2022 Apr 22, 2022	SELL	$33.67 - $39.47 $241,986 - $283,670	-7,187 Reduced 31.29%	15,779 $579,000
Q4 2021 Jan 21, 2022	SELL	$37.77 - $40.6 $151 - $162	-4 Reduced 0.02%	22,966 $893,000
Q3 2021 Oct 28, 2021	SELL	$38.35 - $40.79 $119,728 - $127,346	-3,122 Reduced 11.97%	22,970 $889,000
Q2 2021 Jul 28, 2021	BUY	$38.15 - $40.84 $953 - $1,021	25 Added 0.1%	26,092 $1.03 Million
Q1 2021 May 11, 2021	BUY	$35.74 - $38.15 $275,198 - $293,755	7,700 Added 41.92%	26,067 $981,000
Q4 2020 Feb 08, 2021	BUY	$30.32 - $36.26 $556,887 - $665,987	18,367 New	18,367 $661,000

Others Institutions Holding SCHF

# of Institutions

1,210

Shares Held

860M

Call Options Held

38.3K

Put Options Held

600

Northwestern Mutual Wealth Management CO

147M
Shares

$2.88 Billion
5.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

118M
Shares

$2.32 Billion
0.87% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

80M
Shares

$1.57 Billion
11.44% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

78M
Shares

$1.53 Billion
6.68% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.4 Billion
11.16% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

Track This Portfolio

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.