Goepper Burkhardt LLC Schwab Strategic Tr Intl Eqty Transaction History

Goepper Burkhardt LLC

$240 Million
Q3 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

1,268

Shares Held

773M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$2.98 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.6 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.56 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.38 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$977 Million
6.47% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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