Goepper Burkhardt LLC Schwab Strategic Tr Us Large C Transaction History

Goepper Burkhardt LLC

  • $216 Million
  • Q1 2024

A detailed history of Goepper Burkhardt LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Goepper Burkhardt LLC holds 308,875 shares of SCHG stock, worth $32.6 Million. This represents 13.28% of its overall portfolio holdings.

Number of Shares
308,875
Previous 301,283 2.52%
Holding current value
$32.6 Million
Previous $25 Million 14.58%
% of portfolio
13.28%
Previous 12.83%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$80.6 - $93.32 $611,915 - $708,485
7,592 Added 2.52%
308,875 $28.6 Million
Q4 2023

Feb 12, 2024
BUY
$70.08 - $83.37 $518,241 - $616,521
7,395 Added 2.52%
301,283 $25 Million
Q3 2023

Nov 13, 2023
BUY
$71.99 - $78.02 $317,187 - $343,756
4,406 Added 1.52%
293,888 $21.4 Million
Q2 2023

Aug 16, 2023
BUY
$63.6 - $74.95 $470,449 - $554,405
7,397 Added 2.62%
289,482 $21.7 Million
Q1 2023

May 12, 2023
BUY
$54.19 - $65.17 $666,591 - $801,656
12,301 Added 4.56%
282,085 $18.4 Million
Q4 2022

Feb 15, 2023
BUY
$54.31 - $60.76 $136,426 - $152,629
2,512 Added 0.94%
269,784 $15 Million
Q3 2022

Nov 14, 2022
BUY
N/A
456 Added 0.17%
267,272 $14.9 Million
Q2 2022

Aug 26, 2022
SELL
N/A
-4,353 Reduced 1.61%
266,816 $15.5 Million
Q1 2022

Apr 22, 2022
BUY
N/A
135,530 Added 99.92%
271,169 $20.3 Million
Q4 2021

Jan 21, 2022
BUY
N/A
2,353 Added 1.77%
135,639 $22.2 Million
Q3 2021

Oct 28, 2021
BUY
N/A
949 Added 0.72%
133,286 $19.7 Million
Q2 2021

Jul 28, 2021
BUY
N/A
1,645 Added 1.26%
132,337 $19.3 Million
Q1 2021

May 11, 2021
SELL
N/A
-2,799 Reduced 2.1%
130,692 $17 Million
Q4 2020

Feb 08, 2021
BUY
N/A
133,491 New
133,491 $17.1 Million

Others Institutions Holding SCHG

# of Institutions
1,191
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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