Goepper Burkhardt LLC SCHB Holdings History
Goepper Burkhardt LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Goepper Burkhardt LLC held 1.06 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $22.92 Mil. This investment constitutes 9.16% of their stock portfolio, and Goepper Burkhardt LLC now holds 0.07% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2020Q4. And since then Goepper Burkhardt LLC has made 7 purchases of SCHB, at an average price of $29.09, for a total of 1.15 Mil shares. In addition, there have been 10 sales at an average price of $41.22 for 83,858.00 shares. Based on historical transaction data and SCHB's current price of $23.39, Goepper Burkhardt LLC's estimated gain on his SCHB holdings is $-5.05 Mil, reflecting a -15.12% gain to date.
Goepper Burkhardt LLC SCHB ($23.39) Holding Chart
Goepper Burkhardt LLC SCHB ($23.39) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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