Schwab U S Small Cap ETF shares owned by Goepper Burkhardt
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Goepper Burkhardt
from 13F filings
Historical chart of Goepper Burkhardt investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Goepper Burkhardt consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Goepper Burkhardt
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $249k | 4.8k | 51.50 |
| 2024-06-30 | $234k | 4.9k | 47.45 |
| 2024-03-31 | $237k | 4.9k | 48.03 |
| 2023-12-31 | $231k | 4.9k | 46.82 |
| 2023-09-30 | $204k | 4.9k | 41.42 |
| 2023-06-30 | $216k | 4.9k | 43.80 |
| 2023-03-31 | $207k | 4.9k | 41.93 |
| 2022-12-31 | $204k | 5.0k | 40.51 |
| 2022-06-30 | $237k | 5.0k | 47.44 |
| 2022-03-31 | $237k | 5.0k | 47.44 |
| 2021-12-31 | $256k | 2.5k | 102.48 |
| 2021-09-30 | $249k | 2.5k | 100.28 |
| 2021-06-30 | $259k | 2.5k | 104.31 |
| 2021-03-31 | $408k | 4.1k | 99.61 |
| 2020-12-31 | $418k | 4.7k | 89.01 |