Goepper Burkhardt LLC Schwab Strategic Tr Us Large C Transaction History

Goepper Burkhardt LLC

  • $240 Million
  • Q3 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 167,970 shares of SCHV stock, worth $4.57 Million. This represents 5.63% of its overall portfolio holdings.

Number of Shares
167,970
Previous 172,620 2.69%
Holding current value
$4.57 Million
Previous $12.8 Million 5.57%
% of portfolio
5.63%
Previous 5.8%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$73.43 - $80.37 $341,449 - $373,720
-4,650 Reduced 2.69%
167,970 $13.5 Million
Q2 2024

Aug 13, 2024
SELL
$71.74 - $75.86 $209,911 - $221,966
-2,926 Reduced 1.67%
172,620 $12.8 Million
Q1 2024

May 13, 2024
SELL
$68.82 - $75.98 $404,248 - $446,306
-5,874 Reduced 3.24%
175,546 $13.3 Million
Q4 2023

Feb 12, 2024
SELL
$61.16 - $70.24 $61,160 - $70,240
-1,000 Reduced 0.55%
181,420 $12.7 Million
Q3 2023

Nov 13, 2023
SELL
$64.45 - $69.39 $54,846 - $59,050
-851 Reduced 0.46%
182,420 $11.8 Million
Q2 2023

Aug 16, 2023
BUY
$63.33 - $67.21 $6,333 - $6,720
100 Added 0.05%
183,271 $12.3 Million
Q1 2023

May 12, 2023
BUY
$62.59 - $69.3 $342,429 - $379,140
5,471 Added 3.08%
183,171 $12 Million
Q4 2022

Feb 15, 2023
SELL
$59.13 - $69.24 $766,620 - $897,696
-12,965 Reduced 6.8%
177,700 $11.7 Million
Q3 2022

Nov 14, 2022
SELL
$58.51 - $69.02 $183,428 - $216,377
-3,135 Reduced 1.62%
190,665 $11.2 Million
Q2 2022

Aug 26, 2022
SELL
$60.93 - $72.3 $289,234 - $343,208
-4,747 Reduced 2.39%
193,800 $12.1 Million
Q1 2022

Apr 22, 2022
BUY
$67.71 - $74.19 $503,423 - $551,602
7,435 Added 3.89%
198,547 $14.2 Million
Q4 2021

Jan 21, 2022
BUY
$67.9 - $73.3 $726,326 - $784,090
10,697 Added 5.93%
191,112 $14 Million
Q3 2021

Oct 28, 2021
SELL
$66.91 - $71.05 $31,113 - $33,038
-465 Reduced 0.26%
180,415 $12.2 Million
Q2 2021

Jul 28, 2021
BUY
$65.81 - $69.75 $380,447 - $403,224
5,781 Added 3.3%
180,880 $12.4 Million
Q1 2021

May 11, 2021
BUY
$58.71 - $65.66 $564,555 - $631,386
9,616 Added 5.81%
175,099 $11.4 Million
Q4 2020

Feb 08, 2021
BUY
$50.83 - $59.53 $8.41 Million - $9.85 Million
165,483 New
165,483 $9.85 Million

Others Institutions Holding SCHV

# of Institutions
847
Shares Held
165M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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