Goepper Burkhardt LLC SCHG Holdings History
Goepper Burkhardt LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Goepper Burkhardt LLC held 1.26 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $31.51 Mil. This investment constitutes 12.6% of their stock portfolio, and Goepper Burkhardt LLC now holds 0.09% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2020Q4. And since then Goepper Burkhardt LLC has made 14 purchases of SCHG, at an average price of $34.42, for a total of 1.29 Mil shares. In addition, there have been 3 sales at an average price of $40.20 for 29,094.00 shares. Based on historical transaction data and SCHG's current price of $29.02, Goepper Burkhardt LLC's estimated gain on his SCHG holdings is $-6.62 Mil, reflecting a -14.95% gain to date.
Goepper Burkhardt LLC SCHG ($29.02) Holding Chart
Goepper Burkhardt LLC SCHG ($29.02) 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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