Schwab Strategic Tr us dividend eq shares owned by Goepper Burkhardt
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Goepper Burkhardt
from 13F filings
Historical chart of Goepper Burkhardt investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Goepper Burkhardt
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 380k | 27.30 |
| 2025-06-30 | $12M | 457k | 26.50 |
| 2025-03-31 | $12M | 424k | 27.96 |
| 2024-12-31 | $11M | 417k | 27.32 |
| 2024-09-30 | $11M | 132k | 84.53 |
| 2024-06-30 | $9.7M | 125k | 77.76 |
| 2024-03-31 | $9.8M | 123k | 79.30 |
| 2023-12-31 | $9.3M | 121k | 76.79 |
| 2023-09-30 | $7.4M | 105k | 70.76 |
| 2023-06-30 | $7.0M | 97k | 72.62 |
| 2023-03-31 | $6.3M | 86k | 73.16 |
| 2022-12-31 | $6.2M | 81k | 75.54 |
| 2022-09-30 | $3.8M | 57k | 66.43 |
| 2022-06-30 | $2.7M | 34k | 78.88 |
| 2022-03-31 | $2.0M | 25k | 80.84 |
| 2021-12-31 | $2.0M | 25k | 80.84 |
| 2021-09-30 | $1.7M | 23k | 74.22 |
| 2021-06-30 | $1.8M | 23k | 75.60 |
| 2021-03-31 | $1.4M | 19k | 72.93 |
| 2020-12-31 | $965k | 15k | 64.16 |
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