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Charles Schwab Corporation shares owned by Goepper Burkhardt

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Goepper Burkhardt from 13F filings

Historical chart of Goepper Burkhardt investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Goepper Burkhardt consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Goepper Burkhardt

Quarter filed Position value Share count Share price at filing
2025-12-31 $260k 2.6k 99.91
2025-09-30 $248k 2.6k 95.47
2025-06-30 $237k 2.6k 91.24
2025-03-31 $204k 2.6k 78.28

More positions owned by Goepper Burkhardt

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Apple (AAPL)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)

View all positions for Goepper Burkhardt

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation