Goepper Burkhardt LLC SCHD Holdings History
Goepper Burkhardt LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Goepper Burkhardt LLC held 423,540.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $11.84 Mil. This investment constitutes 4.73% of their stock portfolio, and Goepper Burkhardt LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2020Q4. And since then Goepper Burkhardt LLC has made 16 purchases of SCHD, at an average price of $40.59, for a total of 423,769.00 shares. In addition, there have been 1 sales at an average price of $75.71 for 229.00 shares. Based on historical transaction data and SCHD's current price of $26.39, Goepper Burkhardt LLC's estimated gain on his SCHD holdings is $-6.01 Mil, reflecting a -34.93% gain to date.
Goepper Burkhardt LLC SCHD ($26.39) Holding Chart
Goepper Burkhardt LLC SCHD ($26.39) 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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