Schwab U S Large Cap Growth ETF shares owned by Goepper Burkhardt
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Goepper Burkhardt
from 13F filings
Historical chart of Goepper Burkhardt investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Goepper Burkhardt consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Goepper Burkhardt
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $43M | 1.3M | 31.91 |
| 2025-06-30 | $39M | 1.3M | 29.21 |
| 2025-03-31 | $32M | 1.3M | 25.04 |
| 2024-12-31 | $34M | 1.2M | 27.87 |
| 2024-09-30 | $33M | 313k | 104.18 |
| 2024-06-30 | $31M | 310k | 100.84 |
| 2024-03-31 | $29M | 309k | 92.91 |
| 2023-12-31 | $27M | 301k | 90.45 |
| 2023-09-30 | $21M | 294k | 72.72 |
| 2023-06-30 | $22M | 290k | 74.95 |
| 2023-03-31 | $18M | 282k | 65.17 |
| 2022-12-31 | $15M | 270k | 55.56 |
| 2022-09-30 | $15M | 267k | 55.81 |
| 2022-06-30 | $20M | 271k | 74.82 |
| 2022-03-31 | $22M | 136k | 163.75 |
| 2021-12-31 | $22M | 136k | 163.75 |
| 2021-09-30 | $20M | 133k | 148.09 |
| 2021-06-30 | $19M | 132k | 145.96 |
| 2021-03-31 | $17M | 131k | 129.78 |
| 2020-12-31 | $17M | 134k | 128.41 |
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