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 $431,832. This represents 0.18% of its overall portfolio holdings.

Number of Shares
18,990
Previous 6,330 200.0%
Holding current value
$431,832
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
1,475
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Goepper Burkhardt LLC Portfolio

Follow Goepper Burkhardt LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goepper Burkhardt LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goepper Burkhardt LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email