Goepper Burkhardt LLC SCHV Holdings History
Goepper Burkhardt LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Goepper Burkhardt LLC held 463,231.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $12.31 Mil. This investment constitutes 4.92% of their stock portfolio, and Goepper Burkhardt LLC now holds 0.1% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2020Q4. And since then Goepper Burkhardt LLC has made 7 purchases of SCHV, at an average price of $38.18, for a total of 535,873.00 shares. In addition, there have been 10 sales at an average price of $44.70 for 72,642.00 shares. Based on historical transaction data and SCHV's current price of $27.44, Goepper Burkhardt LLC's estimated gain on his SCHV holdings is $-4.50 Mil, reflecting a -22.00% gain to date.
Goepper Burkhardt LLC SCHV ($27.44) Holding Chart
Goepper Burkhardt LLC SCHV ($27.44) 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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