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 18,990 shares of SCHX stock, worth $417,020. This represents 0.18% of its overall portfolio holdings.

Number of Shares
18,990
Previous 6,330 200.0%
Holding current value
$417,020
Previous $429,000 2.56%
% of portfolio
0.18%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$22.4 - $68.28 $283,584 - $864,424
12,660 Added 200.0%
18,990 $440,000
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
1,477
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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