Goepper Burkhardt LLC Schwab Strategic Tr Us Large C Transaction History

Goepper Burkhardt LLC

$244 Million
Q4 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 482,033 shares of SCHV stock, worth $12.4 Million. This represents 5.15% of its overall portfolio holdings.

Number of Shares

482,033

Previous 167,970 186.98%

Holding current value

$12.4 Million

Previous $13.5 Million 6.91%

% of portfolio

5.15%

Previous 5.63%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$25.79 - $80.4 $8.1 Million - $25.3 Million	314,063 Added 186.98%	482,033 $12.6 Million
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

908

Shares Held

331M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Goepper Burkhardt LLC Schwab Strategic Tr Us Large C Transaction History