Goepper Burkhardt LLC Schwab Strategic Tr Us Small C Transaction History

Goepper Burkhardt LLC

  • $244 Million
  • Q4 2024

A detailed history of Goepper Burkhardt LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Goepper Burkhardt LLC holds 7,974 shares of SCHA stock, worth $204,214. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,974
Previous 4,827 65.2%
Holding current value
$204,214
Previous $248,000 16.94%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Feb 12, 2025
BUY
$25.33 - $51.16 $79,713 - $161,000
3,147 Added 65.2%
7,974 $206,000
Q3 2024

Nov 12, 2024
SELL
$46.9 - $51.96 $4,690 - $5,196
-100 Reduced 2.03%
4,827 $248,000
Q4 2023

Feb 12, 2024
SELL
$38.13 - $48.02 $343 - $432
-9 Reduced 0.18%
4,927 $232,000
Q1 2023

May 12, 2023
SELL
$39.82 - $46.36 $3,583 - $4,172
-90 Reduced 1.79%
4,936 $206,000
Q4 2022

Feb 15, 2023
BUY
$38.25 - $43.54 $192,244 - $218,832
5,026 New
5,026 $203,000
Q1 2022

Apr 22, 2022
BUY
$44.42 - $51.73 $110,961 - $129,221
2,498 Added 100.0%
4,996 $237,000
Q4 2021

Jan 21, 2022
BUY
$48.64 - $55.07 $729 - $826
15 Added 0.6%
2,498 $256,000
Q2 2021

Jul 28, 2021
SELL
$48.39 - $52.91 $78,053 - $85,343
-1,613 Reduced 39.38%
2,483 $259,000
Q1 2021

May 11, 2021
SELL
$43.89 - $52.63 $26,334 - $31,578
-600 Reduced 12.78%
4,096 $408,000
Q4 2020

Feb 08, 2021
BUY
$34.66 - $45.17 $162,763 - $212,118
4,696 New
4,696 $418,000

Others Institutions Holding SCHA

# of Institutions
1,242
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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