Schwab U S Broad Market ETF shares owned by Goepper Burkhardt
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Goepper Burkhardt
from 13F filings
Historical chart of Goepper Burkhardt investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Goepper Burkhardt
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 1.1M | 25.71 |
| 2025-06-30 | $26M | 1.1M | 23.83 |
| 2025-03-31 | $23M | 1.1M | 21.53 |
| 2024-12-31 | $24M | 1.1M | 22.70 |
| 2024-09-30 | $24M | 362k | 66.52 |
| 2024-06-30 | $23M | 362k | 62.87 |
| 2024-03-31 | $22M | 359k | 60.61 |
| 2023-12-31 | $21M | 354k | 58.42 |
| 2023-09-30 | $18M | 351k | 49.85 |
| 2023-06-30 | $18M | 353k | 51.70 |
| 2023-03-31 | $17M | 352k | 47.85 |
| 2022-12-31 | $15M | 341k | 44.81 |
| 2022-09-30 | $15M | 363k | 41.99 |
| 2022-06-30 | $20M | 374k | 53.39 |
| 2022-03-31 | $22M | 191k | 113.01 |
| 2021-12-31 | $22M | 191k | 113.01 |
| 2021-09-30 | $20M | 193k | 103.86 |
| 2021-06-30 | $20M | 194k | 104.27 |
| 2021-03-31 | $19M | 195k | 96.71 |
| 2020-12-31 | $18M | 200k | 90.99 |