Goepper Burkhardt LLC Schwab Strategic U.S. Mid Cap Transaction History

Goepper Burkhardt LLC

  • $216 Million
  • Q1 2024

A detailed history of Goepper Burkhardt LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Goepper Burkhardt LLC holds 15,065 shares of SCHM stock, worth $1.21 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
15,065
Previous 14,165 6.35%
Holding current value
$1.21 Million
Previous $1.07 Million 15.01%
% of portfolio
0.57%
Previous 0.55%

Shares

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

May 13, 2024
BUY
$72.89 - $81.43 $65,601 - $73,287
900 Added 6.35%
15,065 $1.23 Million
Q4 2023

Feb 12, 2024
SELL
$63.01 - $75.95 $19,533 - $23,544
-310 Reduced 2.14%
14,165 $1.07 Million
Q3 2023

Nov 13, 2023
SELL
$66.75 - $73.98 $8,010 - $8,877
-120 Reduced 0.82%
14,475 $979,000
Q2 2023

Aug 16, 2023
SELL
$65.29 - $71.03 $13,058 - $14,206
-200 Reduced 1.35%
14,595 $1.04 Million
Q1 2023

May 12, 2023
BUY
$64.24 - $73.9 $59,421 - $68,357
925 Added 6.67%
14,795 $1 Million
Q4 2022

Feb 15, 2023
SELL
$64.3 - $69.94 $86,805 - $94,419
-1,350 Reduced 8.87%
13,870 $910,000
Q3 2022

Nov 14, 2022
SELL
N/A
-520 Reduced 3.3%
15,220 $921,000
Q2 2022

Aug 26, 2022
SELL
N/A
-25 Reduced 0.16%
15,740 $987,000
Q1 2022

Apr 22, 2022
SELL
N/A
-900 Reduced 5.4%
15,765 $1.2 Million
Q4 2021

Jan 21, 2022
SELL
N/A
-365 Reduced 2.14%
16,665 $1.34 Million
Q3 2021

Oct 28, 2021
SELL
N/A
-900 Reduced 5.02%
17,030 $1.31 Million
Q2 2021

Jul 28, 2021
SELL
N/A
-5,000 Reduced 21.81%
17,930 $1.4 Million
Q1 2021

May 11, 2021
SELL
N/A
-4,400 Reduced 16.1%
22,930 $1.71 Million
Q4 2020

Feb 08, 2021
BUY
N/A
27,330 New
27,330 $1.86 Million

Others Institutions Holding SCHM

# of Institutions
902
Shares Held
96.1M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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