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 6,330 shares of SCHX stock, worth $150,527. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,330
Previous 6,330 -0.0%
Holding current value
$150,527
Previous $406,000 5.67%
% of portfolio
0.18%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 22, 2022
BUY
$49.51 - $57.27 $156,699 - $181,259
3,165 Added 100.0%
6,330 $341,000
Q2 2021

Jul 28, 2021
SELL
$48.62 - $52.01 $45,022 - $48,161
-926 Reduced 22.64%
3,165 $329,000
Q1 2021

May 11, 2021
BUY
$44.9 - $48.34 $44 - $48
1 Added 0.02%
4,091 $393,000
Q4 2020

Feb 08, 2021
BUY
$39.35 - $45.48 $160,941 - $186,013
4,090 New
4,090 $372,000

Others Institutions Holding SCHX

# of Institutions
1,352
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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