Goepper Burkhardt’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Goepper Burkhardt’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,974	Closed	-$206K	–	99
2024 Q4	$206K	Sell	7,974 -1,680	-17%	-$44.7K	0.08%	82
2024 Q3	$249K	Sell	9,654 -200	-2%	-$4.97K	0.1%	72
2024 Q2	$234K	Hold	9,854	–	–	0.11%	73
2024 Q1	$237K	Hold	9,854	–	–	0.11%	73
2023 Q4	$231K	Sell	9,854 -18	-0.2%	-$379	0.11%	73
2023 Q3	$204K	Hold	9,872	–	–	0.12%	66
2023 Q2	$216K	Hold	9,872	–	–	0.13%	64
2023 Q1	$207K	Sell	9,872 -180	-2%	-$3.87K	0.14%	64
2022 Q4	$204K	Buy	+10,052	New	+$206K	0.14%	63
2022 Q2	–	Sell	-9,992	Closed	-$237K	–	66
2022 Q1	$237K	Hold	9,992	–	–	0.14%	62
2021 Q4	$256K	Buy	9,992 +60	+0.6%	+$1.55K	0.15%	58
2021 Q3	$249K	Hold	9,932	–	–	0.16%	59
2021 Q2	$259K	Sell	9,932 -6,452	-39%	-$165K	0.16%	58
2021 Q1	$408K	Sell	16,384 -2,400	-13%	-$59K	0.28%	38
2020 Q4	$418K	Buy	+18,784	New	+$374K	0.3%	38

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goepper Burkhardt's SCHA Position: Q1 2025 in Review

Goepper Burkhardt sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 7,974 shares — an estimated $206K sold.

Goepper Burkhardt first reported a position in SCHA in Q4 2020 and held it in 15 quarters. The position peaked at $418K in Q4 2020. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

Goepper Burkhardt reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
Goepper Burkhardt sold 7,974 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $206K.
Goepper Burkhardt first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and held it in 15 quarters.
Goepper Burkhardt's Schwab U.S Small- Cap ETF position peaked at $418K in Q4 2020.
1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Goepper Burkhardt's 13F filing for Q1 2025, filed 6 May 2025.